Oriental Shriners FY2020 filing

Tax-deductible

Ballston Spa, NYCemetery / fraternalEIN 23-7139730

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Fraternity with a philanthropic mission

Tax-exempt charity; gifts are tax-deductible.
$10K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $5K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$10K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
26 mo
of spending, in cash
Looks good: 26.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$30K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$90K
Spent
$99K
To programs
0%
Net assets
$805K
By yearFY2020–FY2024
Revenue
$90K
FY2020
Revenue by fiscal year
FY2020$90K
FY2021$127K
FY2022$102K
FY2023$117K
FY2024$152K
Expenses
$99K
FY2020
Expenses by fiscal year
FY2020$99K
FY2021$110K
FY2022$117K
FY2023$124K
FY2024$112K
Net assets
$805K
FY2020
Net assets by fiscal year
FY2020$805K
FY2021$932K
FY2022$856K
FY2023$938K
FY2024$983K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

6 people listed on the 990; $10K paid to officers and key staff.

Part VII, Section A · reportable compensation
$6,000Pt VII · Sec A
Treasurer
$3,600Pt VII · Sec A
$0Pt VII · Sec A
Chief Rabban
$0Pt VII · Sec A
Assistant Rabban
$0Pt VII · Sec A
High Priest & Prophet
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
John Garhartt$6,000$4,800———
James D Vooys——$6,000$6,000$6,000
Daniel Rhodes$3,600$3,600$3,000$3,600$3,600

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Oriental Shriners executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes brotherhood through charitable service and community support.

Provided by the organization

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3 programs · in their own filed words · FY2020
01

Publication of the Oriental News, a newsletter sent to members and upon request to other interested parties. The publication educates members and interested parties about Shriner acitivities and available services. The publication fosters brotherhood and fellowship among its members.

Pt IX · col B
02

Charitable Fundrasing

Provides tansportation for children and their families to Shriners Hospitals for children as needed. The organization will continue to provide this service at no cost to the patients and their families indefinitly.

Pt IX · col B
03

Membership dues-Billed to members in the fall for the upcoming year. The dues support the fostering of brotherhood and fellowship among the members.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$90K
Ln 12
Other incomeLn 4–11$43K
Investment incomeLn 3$24K
Fees for servicesLn 2g$12K
Money outPt IX
$99K
Ln 25
Owns and owesPt X
$805K
net assets · Ln 32
Cash and savingsLn 1–2$217K
Total assetsLn 16$835K
LiabilitiesLn 26$30K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$12K
Government grantsLn 1e$4K
Fees for servicesLn 2g$12K
Investment incomeLn 3$24K
Other incomeLn 4–11$43K
Gains on assetsLn 7−$5
Total revenueLn 12$90K
Assets in detailPt X, end of year
CashLn 1$65K
SavingsLn 2$153K
Cash and savings togetherLn 1–2$217K
InvestmentsLn 11–13$593K
Land, buildings, equipmentLn 10c$19K
Total assetsLn 16$835K
LiabilitiesLn 26$30K
Net assetsLn 32$805K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6281
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$220K$217K
InvestmentsLn 11–13$776K$593K
Land, buildings, equipmentLn 10c$35K$19K
Total assetsLn 16$1.0M$835K
LiabilitiesLn 26$17K$30K
Net assetsLn 32$1.0M$805K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$10K$0$0$0
Payroll taxesLn 10$850$0$0$0
Accounting feesLn 11c$6K$0$0$0
Advertising and promotionLn 12$2K$0$0$0
Office expensesLn 13$5K$0$0$0
OccupancyLn 16$3K$0$0$0
Conferences, conventions and meetingsLn 19$3K$0$0$0
Payments to affiliatesLn 21$9K$0$0$0
Depreciation, depletion and amortizationLn 22$12K$0$0$0
InsuranceLn 23$11K$0$0$0
Other expenses (24a–d)Ln 24$37K$0$0$0
Total functional expensesLn 25$99K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $152K$112K$40K$983K 990 PDF
FY2023 $117K$124K−$8K$938K 990 PDF
FY2022 $102K$117K−$14K$856K 990 PDF
FY2021 $127K$110K$17K$932K 990 PDF
FY2020 Viewing $90K$99K−$9K$805K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $90,214 across 9 lines filed
VIII-1e Government grants$4,200
VIII-1f All other contributions, gifts and grants$7,480
VIII-1h Total contributions, gifts and grants$11,680
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $2,410 · Excluded from tax $0$11,826
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $23,864$23,864
VIII-7 Net gain or loss on sales of assetsRelated to mission −$5 · Unrelated business $0 · Excluded from tax $0−$5
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $40,059$40,059
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,790 · Unrelated business $0 · Excluded from tax $0$2,790
VIII-12 Total revenueRelated to mission $12,201 · Unrelated business $2,410 · Excluded from tax $63,923$90,214
Part IX · Statement of functional expenses $99,462 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$9,600
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$850
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$6,200
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$2,138
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$5,271
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$3,376
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$3,207
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$8,920
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$11,881
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$11,263
IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$36,756
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$99,462
Part X · Balance sheet $835,278 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $22,281$64,674
X-2 Savings and temporary cash investmentsStart of year $197,516$152,562
X-8 Inventories for sale or useStart of year $4,540$3,487
X-9 Prepaid expenses and deferred chargesStart of year $4,255$2,557
X-10c Land, buildings and equipment, netStart of year $35,121$19,379
X-11 Publicly traded securitiesStart of year $775,515$592,619
X-16 Total assetsStart of year $1,039,228$835,278
X-17 Accounts payable and accrued expensesStart of year $10,347$14,176
X-19 Deferred revenueStart of year $6,650$6,085
X-24 Unsecured notes and loans payable$10,000
X-25 Other liabilities$0
X-26 Total liabilitiesStart of year $16,997$30,261
X-27 Net assets without donor restrictionsStart of year $827,809$627,081
X-28 Net assets with donor restrictionsStart of year $194,422$177,936
X-32 Total net assets or fund balancesStart of year $1,022,231$805,017
X-33 Total liabilities and net assetsStart of year $1,039,228$835,278
Part XI · Reconciliation of net assets $805,017 net assets at year end
XI-1 Total revenue$90,214
XI-2 Total expenses$99,462
XI-3 Revenue less expenses−$9,248
XI-4 Net assets at start of year$1,022,231
XI-5 Net unrealized gains (losses) on investments−$17,870
XI-8 Prior period adjustments−$178,096
XI-9 Other changes in net assets−$12,000
XI-10 Net assets at end of year$805,017

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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