Nonprofit · EIN 42-6060659
IOWA SCOTTISH RITE MASONIC FOUNDATION
Tax-exempt · DES MOINES, IA 50309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $2,078,422 | $400,765 | $1,677,657 | $10,271,426 | $0 | $10,271,426 |
| December 31, 2023 | 990 | $449,990 | $394,398 | $55,592 | $8,063,250 | $7,237 | $8,056,013 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,388,152
- Program service revenue
- $0
- Investment income
- $637,357
- Net gain from sales of assets
- $361,956
- Other revenue
- $52,913
Expenses
- Grants and similar amounts paid
- $247,772
- Compensation of officers, directors and key employees
- $34,850
- Salaries, compensation and benefits (total)
- $37,516
- Professional fundraising fees
- $0
- Accounting fees
- $16,421
- Occupancy
- $4,500
- Travel
- $2,623
- Program services (functional)
- $286,694
- Management and general (functional)
- $88,721
- Fundraising (functional)
- $25,350
Balance sheet and other
- Total assets, start of year
- $8,063,250
- Total assets, end of year
- $10,271,426
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,271,426
- Publicly traded securities
- $9,101,939
- Net assets without donor restrictions
- $9,609,819
- Net assets with donor restrictions
- $661,607
- Gross receipts
- $3,506,549
- Employees
- 1
- Volunteers
- 50
- Year formed
- 1959
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANE HARSHBARGER | SECRETARY /DIRECTOR DEVELO Trustee or director, Officer | 20 | $34,850 |
| JOHN M KLAUS | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN PAPPADUCAS | TREASURER Trustee or director, Officer | 1 | $0 |
| JEREMEY MEAD | DIRECTOR Trustee or director | 1 | $0 |
| H CHRIS EICHMEIER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRYCE B HILDRETH | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM C JACOBSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| HOWARD C NEESE II | DIRECTOR Trustee or director | 1 | $0 |
| DENNIS R SOEBBING | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN G JACOBS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROBERT E BRECKENRIDGE II | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN H GHRIST | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| THOMAS D COX | DIRECTOR Trustee or director | 1 | $0 |
| GARY L SISSEL | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES D YATES | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT MYERS III | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS HUMBERT | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD O BERGEZ | DIRECTOR Trustee or director | 1 | $0 |
| DOUG B MARX | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANE HARSHBARGER | SECRETARY /DIRECTOR DEVELO Trustee or director, Officer | 20 | $33,167 |
| JOHN M KLAUS | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN PAPPADUCAS | TREASURER Trustee or director, Officer | 1 | $0 |
| JEREMEY MEAD | DIRECTOR Trustee or director | 1 | $0 |
| H CHRIS EICHMEIER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRYCE B HILDRETH | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM C JACOBSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| HOWARD C NEESE II | DIRECTOR Trustee or director | 1 | $0 |
| DENNIS R SOEBBING | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN G JACOBS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROBERT E BRECKENRIDGE II | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN H GHRIST | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| THOMAS D COX | DIRECTOR Trustee or director | 1 | $0 |
| GARY L SISSEL | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES D YATES | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROBERT MYERS III | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS HUMBERT | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD O BERGEZ | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 519 PARK ST, DES MOINES, IA 50309-1613
- Principal officer (990 for 2024)
- STEVEN G JACOBS, 519 PARK STREET, DES MOINES, IA 503091680
- Signed the 990
- STEVEN G JACOBS, PRESIDENT
- Phone
- (515) 288-8429
- Website
- IASCOTTISHRITE.ORG
- Return prepared by
- MERIWETHER WILSON AND COMPANY PLLC
Mission
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.
Program accomplishments
- 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 2024, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 6 STUDENTS, GRANTS TO 2 EDUCATIONAL INSTITUTIONS, AND GRANTS TO 30 CHARITABLE ORGANIZATIONS.Expenses $234,639 · grants $205,200
- 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 2024, THE FOUNDATION PROVIDED GRANTS TO 1 ORGANIZATION.Expenses $52,055 · grants $42,572
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-6060659
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,271,426
- Income (IRS master file)
- $3,506,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,078,422 | $400,765 | $10,271,426 | IRS |
| 990 | December 2023 | $449,990 | $394,398 | $8,063,250 | XML |
| 990 | December 2022 | $346,494 | $387,129 | $6,289,357 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6060659).
Questions about IOWA SCOTTISH RITE MASONIC FOUNDATION
- What is the EIN of IOWA SCOTTISH RITE MASONIC FOUNDATION?
- The employer identification number (EIN) of IOWA SCOTTISH RITE MASONIC FOUNDATION is 42-6060659.
- Is IOWA SCOTTISH RITE MASONIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to IOWA SCOTTISH RITE MASONIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IOWA SCOTTISH RITE MASONIC FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IOWA SCOTTISH RITE MASONIC FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IOWA SCOTTISH RITE MASONIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of IOWA SCOTTISH RITE MASONIC FOUNDATION?
- The 990 for the year ended December 31, 2024 names STEVEN G JACOBS.
- Who are the officers and directors of IOWA SCOTTISH RITE MASONIC FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 19 people; 1 received compensation from the organization, the highest $34,850 (SHANE HARSHBARGER, SECRETARY /DIRECTOR DEVELO).
- How much revenue does IOWA SCOTTISH RITE MASONIC FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,078,422, expenses of $400,765 and total assets of $10,271,426 at year end.
Other nonprofits in DES MOINES
- WELLS FARGO & COMPANY EMPLOYEE BENEFIT TRUST EIN 41-1340042 · last filed 990 for 2024
- CENTRAL IOWA HOSPITAL CORPORATION EIN 42-0680452 · last filed 990 for 2024
- CATHOLIC HEALTH INITIATIVES-IOWA CORP EIN 42-0680448 · last filed 990 for 2025
- DRAKE UNIVERSITY EIN 42-0680460 · last filed 990 for 2025
- COMMUNITY FDN OF GREATER DES MOINES EIN 42-6139033 · last filed 990 for 2024
- WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST EIN 84-1749555 · last filed 990 for 2025
- THE PRINCIPAL TRUST FOR HEALTH BENS FOR EES AND NON-MEDICARE ELIG RETS EIN 42-1364494 · last filed 990 for 2024
- GRAND VIEW UNIVERSITY EIN 42-0681049 · last filed 990 for 2025