ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF GUTHRIE & COORD BODIES

Address
PO BOX 70
GUTHRIE, OK 73044
Contact
Website: http://guthriescottishrite.org
Phone: +1 (405) 282-1281
Nonprofit
NTEE: Y40 - Fraternal Beneficiary Societies
EIN: 73-0268790

Mission

IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SOUTHERN JURISDICTION, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY AND COUNTRY.
 20162015201420132012
Basic features of the organization
Year of formation1897
Subsection code10
PF filing required0    
Metropolitan statistical area5880
Form of organization
Other form of orgTrue
Description of other form of orgCHARTERED FRATERNAL ORGANIZATION
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$55,740.00$80,269.00$78,695.00$77,152.00$75,639.00
Sum of reportable (W2/1099) compensation$55,740.00$80,269.00$78,695.00$77,152.00$75,639.00
Number of employees65555
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors0000 
Personnel
Barnhart, John
Title   TRUSTEE 
Name of key/compensated person   JOHN BARNHART 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Church, John
TitleSECRETARY    
Name of key/compensated personJOHN D CHURCH    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org26.00    
Reportable compensation from org$20,026.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Cloud, William
Title    TRUSTEE
Name of key/compensated person    WILLIAM J CLOUD
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Crowder, Christopher
Title TRUSTEE   
Name of key/compensated person CHRISTOPHER CROWDER   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Davis, Robert
Title SECRETARYSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY/TREASURER
Name of key/compensated person ROBERT G DAVISROBERT G DAVISROBERT G DAVISROBERT G DAVIS
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 26.0026.0026.0026.00
Reportable compensation from org $80,269.00$78,695.00$77,152.00$75,639.00
Other comp, non-reportable, from org and related orgs $25,256.00$22,841.00$25,394.00$24,850.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Freas, Russell
Title   TRUSTEE 
Name of key/compensated person   RUSSELL FREAS 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Grigby, C
Title TRUSTEE   
Name of key/compensated person C W GRIGBY JR   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Logan, John
TitleTRUSTEECHAIRMANCHAIRMANCHAIRMANTRUSTEE
Name of key/compensated personJOHN L LOGANJOHN L LOGANJOHN L LOGANJOHN L LOGANJOHN L LOGAN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Manning, Joe
TitleSGIG IN OKLAHOMASGIG IN OKLAHOMASGIG IN OKLAHOMASGIG IN OKLAHOMASGIG IN OKLAHOMA
Name of key/compensated personJOE R MANNING JRJOE R MANNING JRJOE R MANNING JRJOE R MANNING JRJOE R MANNING JR
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org3.003.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
McCrory, Burke
Title  TRUSTEE  
Name of key/compensated person  BURKE MCCRORY  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Minshall, Ronald
TitleTRUSTEE    
Name of key/compensated personRONALD MINSHALL    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Morehouse, Woodrow
Title  TRUSTEE  
Name of key/compensated person  WOODROW MOREHOUSE  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Moseley, Philip
Title    TRUSTEE
Name of key/compensated person    PHILIP L MOSELEY
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Painter, Jack
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personJACK PAINTERJACK PAINTERJACK PAINTERJACK PAINTERJACK PAINTER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Randall, Jack
Title TRUSTEE   
Name of key/compensated person JACK RANDALL   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Retired, Robert
TitleSECRETARY    
Name of key/compensated personROBERT G DAVIS RETIRED    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org26.00    
Reportable compensation from org$35,714.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Rose, Michael
Title  TRUSTEE  
Name of key/compensated person  MICHAEL ROSE  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Rowland, Bf
TitleTRUSTEETRUSTEETRUSTEETRUSTEECHAIRMAN
Name of key/compensated personBF ROWLAND JRBF ROWLAND JRBF ROWLAND JRBF ROWLAND JRBF ROWLAND JR
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Shackelford, Bryan
TitleTRUSTEE    
Name of key/compensated personBRYAN SHACKELFORD    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Shore, David
TitleTRUSTEE    
Name of key/compensated personDAVID SHORE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Sloan, John
Title   TRUSTEE 
Name of key/compensated person   JOHN M SLOAN 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Smith, James
Title   TRUSTEE 
Name of key/compensated person   JAMES D SMITH 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Stegall, Gerald
TitleTRUSTEE    
Name of key/compensated personGERALD STEGALL    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Stuckey, Charles
TitleCHAIRMANTRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personCHARLES STUCKEYCHARLES STUCKEYCHARLES STUCKEYCHARLES STUCKEYCHARLES STUCKEY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Thomas, Gaylord
Title TRUSTEE   
Name of key/compensated person GAYLORD Z THOMAS   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Witt, Michael
Title  TRUSTEE  
Name of key/compensated person  MICHAEL WITT  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Witt, Mitchel
Title    TRUSTEE
Name of key/compensated person    MITCHEL WITT
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesFRATERNALFRATERNALFRATERNALFRATERNALFRATERNAL
Programs, including revenue & expenses
ALMONER FUND: DISBURSEMENTS FROM THE ALMONER FUND ARE MADE FOR THE RELIEF OF SCOTTISH RITE MASONS WITHOUT REGARD TO RACE, COLOR, OR CREED, ON A CONFIDENTIAL BASIS. DUE TO THE SENSITIVE NATURE OF THE FUND, THE FUND WAS NOT REVIEWED NOR INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AT DECEMBER 31, 2016.
Program descriptionALMONER FUND: DISBURSEMENTS FROM THE ALMONER FUND ARE MADE FOR THE RELIEF OF SCOTTISH RITE MASONS WITHOUT REGARD TO RACE, COLOR, OR CREED, ON A CONFIDENTIAL BASIS. DUE TO THE SENSITIVE NATURE OF THE FUND, THE FUND WAS NOT REVIEWED NOR INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AT DECEMBER 31, 2016.ALMONER FUND: DISBURSEMENTS FROM THE ALMONER FUND ARE MADE FOR THE RELIEF OF SCOTTISH RITE MASONS WITHOUT REGARD TO RACE, COLOR, OR CREED, ON A CONFIDENTIAL BASIS. DUE TO THE SENSITIVE NATURE OF THE FUND, THE FUND WAS NOT REVIEWED NOR INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AT DECEMBER 31, 2015.ALMONER FUND: DISBURSEMENTS FROM THE ALMONER FUND ARE MADE FOR THE RELIEF OF SCOTTISH RITE MASONS WITHOUT REGARD TO RACE, COLOR, OR CREED, ON A CONFIDENTIAL BASIS. DUE TO THE SENSITIVE NATURE OF THE FUND, THE FUND WAS NOT REVIEWED NOR INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AT DECEMBER 31, 2014.ALMONER FUND: DISBURSEMENTS FROM THE ALMONER FUND ARE MADE FOR THE RELIEF OF SCOTTISH RITE MASONS WITHOUT REGARD TO RACE, COLOR, OR CREED, ON A CONFIDENTIAL BASIS. DUE TO THE SENSITIVE NATURE OF THE FUND, THE FUND WAS NOT REVIEWED NOR INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AT DECEMBER 31, 2013.ALMONER FUND: DISBURSEMENTS FROM THE ALMONER FUND ARE MADE FOR THE RELIEF OF SCOTTISH RITE MASONS WITHOUT REGARD TO RACE, COLOR, OR CREED, ON A CONFIDENTIAL BASIS. DUE TO THE SENSITIVE NATURE OF THE FUND, THE FUND WAS NOT REVIEWED NOR INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AT DECEMBER 31, 2012.
GUTHRIE LODGE OF PERFECTION: THE OPERATION OF THE LODGE (A HISTORICAL FACILITY) FOR CHARITABLE, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSE.
Program descriptionGUTHRIE LODGE OF PERFECTION: THE OPERATION OF THE LODGE (A HISTORICAL FACILITY) FOR CHARITABLE, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSE.GUTHRIE LODGE OF PERFECTION: THE OPERATION OF THE LODGE (A HISTORICAL FACILITY) FOR CHARITABLE, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSE.GUTHRIE LODGE OF PERFECTION: THE OPERATION OF THE LODGE (A HISTORICAL FACILITY) FOR CHARITABLE, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSE.GUTHRIE LODGE OF PERFECTION: THE OPERATION OF THE LODGE (A HISTORICAL FACILITY) FOR CHARITABLE, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSE.GUTHRIE LODGE OF PERFECTION: THE OPERATION OF THE LODGE (A HISTORICAL FACILITY) FOR CHARITABLE, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSE.
Financial data
Revenue
Total revenue$760,369.00$680,465.00$1,222,181.00$866,385.00$814,633.00
Revenue from contributions (total)$252,853.00$243,072.00$490,280.00$269,502.00$288,726.00
Investment income, current yr$278,019.00$214,338.00$503,930.00$370,422.00$324,238.00
Total revenue from grants, etc., current yr$252,853.00$243,072.00$490,280.00$269,502.00$288,726.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$185,498.00$182,449.00$185,639.00$175,917.00$144,685.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$43,999.00$40,606.00$42,332.00$50,544.00$56,984.00
Gross receipts$1,918,489.00$1,057,758.00$2,051,790.00$1,235,197.00$1,191,517.00
Sources of contributions
Contributions revenue from membership dues$252,853.00$243,072.00$255,510.00$269,502.00$288,726.00
Revenue from all other contributions  $234,770.00  
Other types of revenue
Miscellaneous revenue (total)$147,439.00$130,089.00$124,264.00$118,942.00$117,160.00
Income from dividends, interest, and similar investments$202,849.00$229,562.00$233,564.00$197,990.00$235,065.00
Net rental income$38,059.00$52,360.00$61,375.00$56,975.00$27,525.00
Expense categories (totals)
Total functional expenses: sum of all$654,180.00$664,168.00$726,706.00$639,680.00$772,682.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$9,728.00$12,202.00$12,577.00$11,281.00$9,776.00
Assets and liabilities
Total assets$4,231,453.00$4,227,621.00$4,528,439.00$3,894,797.00$3,819,319.00
Total assets, beginning of year$4,227,621.00$4,528,439.00$3,894,797.00$3,819,319.00$3,893,421.00
Total liabilities$275,147.00$248,748.00$244,110.00$177,766.00$235,449.00
Total liabilities, beginning of year$248,748.00$244,110.00$177,766.00$235,449.00$176,160.00
Unrestricted net assets, end of yr$2,315,472.00$2,351,190.00$2,610,465.00$2,303,597.00$2,086,335.00
Temporarily restricted net assets$184,809.00$175,866.00$152,452.00$143,870.00$133,259.00
Permanently restricted net assets, end of yr$1,456,025.00$1,451,817.00$1,521,412.00$1,269,564.00$1,364,276.00
Net assets$3,956,306.00$3,978,873.00$4,284,329.00$3,717,031.00$3,583,870.00
Net assets, beginning of year$3,978,873.00$4,284,329.00$3,717,031.00$3,583,870.00$3,717,261.00
Other liabilities$169,789.00$143,513.00$132,906.00$68,347.00$118,207.00
Investments: publicly traded securities$3,842,819.00$3,768,300.00$4,082,457.00$3,472,050.00$3,411,635.00
Cash: non-interest bearing$34,514.00$30,000.00$24,275.00$29,181.00$18,712.00
Cash: non-interest bearing, beginning of year$30,000.00$24,275.00$29,181.00$18,712.00$19,277.00
Other financial variables
Revenue less expenses$106,189.00$16,297.00$495,475.00$226,705.00$41,951.00
Savings & temp cash investment$322,767.00$388,377.00$358,755.00$355,852.00$345,152.00
Accounts receivable, net$27.00$5,301.00$28,151.00$192.00$434.00
Deferred revenue$105,358.00$105,235.00$111,204.00$109,419.00$117,242.00
Total net assets or fund balances$3,956,306.00$3,978,873.00$4,284,329.00$3,717,031.00$3,583,870.00
Depreciation, depletion, amortization$4,317.00$4,169.00$3,960.00$5,864.00$6,429.00
Governance and accountability
Number of voting members111010109
Number of independent voting members99998
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Org has controlled entityTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-12-012017-02-212016-01-142014-11-252013-12-13
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201702989349300845201603089349302315201502829349300440201442829349301114201312949349300116
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