Nonprofit · EIN 52-6054737
SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC
Tax-exempt · WASHINGTON, DC 20009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,931,619 | $3,262,398 | $669,221 | $32,108,591 | $65,282 | $32,043,309 |
| December 31, 2024 | 990 | $5,200,519 | $3,058,258 | $2,142,261 | $29,413,166 | $365,980 | $29,047,186 |
| December 31, 2023 | 990 | $2,986,478 | $4,101,745 | -$1,115,267 | $25,158,899 | $116,384 | $25,042,515 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,488,900
- Program service revenue
- $0
- Investment income
- $2,383,726
- Net gain from sales of assets
- $1,783,825
- Other revenue
- $58,993
Expenses
- Grants and similar amounts paid
- $1,817,917
- Other salaries and wages
- $646,873
- Salaries, compensation and benefits (total)
- $786,185
- Professional fundraising fees
- $0
- Accounting fees
- $23,715
- Travel
- $42,988
- Program services (functional)
- $1,964,556
- Management and general (functional)
- $532,298
- Fundraising (functional)
- $765,544
Balance sheet and other
- Total assets, start of year
- $29,413,166
- Total assets, end of year
- $32,108,591
- Total liabilities, end of year
- $65,282
- Net assets, end of year
- $32,043,309
- Publicly traded securities
- $24,246,895
- Net assets without donor restrictions
- $23,426,650
- Net assets with donor restrictions
- $8,616,659
- Gross receipts
- $19,868,873
- Employees
- 0
- Volunteers
- 70
- Year formed
- 1955
- State of legal domicile
- DC
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES D COLE | PRESIDENT Trustee or director, Officer | 8 | $114,817 | $459,268 | $15,152 |
| WILLIAM G SIZEMORE II | SECRETARY Trustee or director, Officer | 8 | $77,571 | $310,285 | $40,628 |
| JORGE FRANCHI | CFO Officer | 5 | $37,331 | $261,315 | $63,432 |
| PHILIP SHORTT | DIR. OF DEVE Highest-paid employee | 50 | $63,903 | $63,903 | $45,024 |
| GARY UNGER | MAJOR DONOR Highest-paid employee | 20 | $54,736 | $55,123 | $7,696 |
| JEFFREY D LARSON | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID O MARTINEZ | ASSISTANT SE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BILL W SLOAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES D COLE | PRESIDENT Trustee or director, Officer | 8 | $111,473 | $445,894 | $14,108 |
| WILLIAM G SIZEMORE II | SECRETARY Trustee or director, Officer | 8 | $72,044 | $288,177 | $38,238 |
| JORGE FRANCHI | CFO Officer | 5 | $37,133 | $259,932 | $59,119 |
| PHILIP SHORTT | DIR. OF DEVE Highest-paid employee | 50 | $58,813 | $58,813 | $45,032 |
| RICHARD NOWACKI | MAJOR DONOR Highest-paid employee | 20 | $58,091 | $58,091 | $22,948 |
| GARY UNGER | MAJOR DONOR Highest-paid employee | 20 | $53,290 | $53,290 | $7,508 |
| JEFFREY D LARSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOE MANNING | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GARY L SISSEL | ASSISTANT SE Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES D COLE | PRESIDENT Trustee or director, Officer | 8 | $107,300 | $429,200 | $12,492 |
| WILLIAM G SIZEMORE II | SECRETARY Trustee or director, Officer | 8 | $69,470 | $277,881 | $56,816 |
| JORGE FRANCHI | CFO Officer | 5 | $34,700 | $242,896 | $73,921 |
| MATTHEW SZRAMOSKI | DIR. OF DEVE Key employee | 20 | $107,524 | $107,524 | $62,336 |
| GARY UNGER | MAJOR DONOR Highest-paid employee | 20 | $51,367 | $51,367 | $10,158 |
| JEFFREY D LARSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOE MANNING | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GARY L SISSEL | ASSISTANT SE Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1733 16TH ST NW, WASHINGTON, DC 20009-3103
- Principal officer (990 for 2025)
- JAMES D COLE, 1733 16TH ST, WASHINGTON, DC 20009
- Signed the 990
- WILLIAM G SIZEMORE II, SECRETARY
- Phone
- (202) 232-3579
- Website
- WWW.SCOTTISHRITE.ORG
- Return prepared by
- DELEON & STANG CPAS AND ADVISORS
Mission
TO FUND CHILDHOOD LANGUAGE DISORDER PROGRAMS, AWARD SCHOLARSHIPS FOR UNDER-GRADUATE AND ADVANCED DEGREES, AND FUND NATURAL DISASTER RELIEF EFFORTS.
Program accomplishments
- AWARDING OF SCHOLARSHIPS AND MAKING CONTRIBUTIONS TO NATURAL DISASTER RELIEF EFFORTS AND STATE SCOTTISH RITE FOUNDATIONS FOR SUPPORT OF CHARITABLE ACTIVITIES.Expenses $1,964,556 · grants $1,817,917
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 | 990 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
- 52-6054737
- 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
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $32,108,591
- Income (IRS master file)
- $19,868,873
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,931,619 | $3,262,398 | $32,108,591 | XML |
| 990 | December 2024 | $5,200,519 | $3,058,258 | $29,413,166 | XML |
| 990 | December 2023 | $2,986,478 | $4,101,745 | $25,158,899 | XML |
| 990 | December 2022 | $4,007,180 | $3,979,374 | $23,900,383 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 52-6054737).
Questions about SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC
- What is the EIN of SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC?
- The employer identification number (EIN) of SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC is 52-6054737.
- Is SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC 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 SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC?
- The 990 for the year ended December 31, 2025 names JAMES D COLE.
- Who are the officers and directors of SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 5 received compensation from the organization, the highest $114,817 (JAMES D COLE, PRESIDENT).
- How much revenue does SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,931,619, expenses of $3,262,398 and total assets of $32,108,591 at year end.
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