Oriental Shriners FY2023 filing

Tax-deductible

Ballston Spa, NYCemetery / fraternalEIN 23-7139730Revenue $117K in FY2023

On file with the IRSorientalshriners.org112 Columbia Ave Ext, 12020-1619 · Ballston Spa, NYTax-exempt since Nov 1940

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Fraternity with a philanthropic mission

Tax-exempt charity; gifts are tax-deductible.
$8K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2023 · 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
$8K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
17 mo
of spending, in cash
Looks good: 16.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$33K
3% of total assets
Looks good: liabilities are 3% 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
$117K
+14% vs prior year
Spent
$124K
To programs
0%
Net assets
$938K
By yearFY2020–FY2024
Revenue
$117K
FY2023▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$90K
FY2021$127K
FY2022$102K
FY2023$117K
FY2024$152K
Expenses
$124K
FY2023▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$99K
FY2021$110K
FY2022$117K
FY2023$124K
FY2024$112K
Net assets
$938K
FY2023▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$805K
FY2021$932K
FY2022$856K
FY2023$938K
FY2024$983K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

7 people listed on the 990; $8K paid to officers and key staff.

Part VII, Section A · reportable compensation
$4,800Pt VII · Sec A
Treasurer
$3,600Pt VII · Sec A
Assistant Rabban
$0Pt VII · Sec A
$0Pt VII · Sec A
Oriental Guide
$0Pt VII · Sec A
High Priest & Prophet
$0Pt VII · Sec A
Chief Rabban
$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.

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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.

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Provided by the organization

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3 programs · in their own filed words · FY2023
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 FY2023 990, line by line.

1The main four
Money inPt VIII
$117K
Ln 12
Other incomeLn 4–11$54K
Investment incomeLn 3$42K
Fees for servicesLn 2g$11K
Money outPt IX
$124K
Ln 25
Owns and owesPt X
$938K
net assets · Ln 32
Cash and savingsLn 1–2$174K
Total assetsLn 16$971K
LiabilitiesLn 26$33K
PeoplePt VI, VII
7
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Fees for servicesLn 2g$11K
Investment incomeLn 3$42K
Other incomeLn 4–11$54K
Gains on assetsLn 7$18K
Total revenueLn 12$117K
Assets in detailPt X, end of year
CashLn 1$30K
SavingsLn 2$144K
Cash and savings togetherLn 1–2$174K
InvestmentsLn 11–13$793K
Land, buildings, equipmentLn 10c$2K
Total assetsLn 16$971K
LiabilitiesLn 26$33K
Net assetsLn 32$938K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6281
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$194K$174K
InvestmentsLn 11–13$675K$793K
Land, buildings, equipmentLn 10c$8K$2K
Total assetsLn 16$881K$971K
LiabilitiesLn 26$24K$33K
Net assetsLn 32$856K$938K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$14K$0$0$0
Payroll taxesLn 10$1K$0$0$0
Accounting feesLn 11c$7K$0$0$0
Advertising and promotionLn 12$2K$0$0$0
Office expensesLn 13$4K$0$0$0
Information technologyLn 14$4K$0$0$0
OccupancyLn 16$600$0$0$0
Conferences, conventions and meetingsLn 19$8K$0$0$0
InterestLn 20$26$0$0$0
Payments to affiliatesLn 21$10K$0$0$0
Depreciation, depletion and amortizationLn 22$6K$0$0$0
InsuranceLn 23$12K$0$0$0
Other expenses (24a–d)Ln 24$53K$0$0$0
Total functional expensesLn 25$124K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $152K$112K$40K$983K 990 PDF
FY2023 Viewing $117K$124K−$8K$938K 990 PDF
FY2022 $102K$117K−$14K$856K 990 PDF
FY2021 $127K$110K$17K$932K 990 PDF
FY2020 $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 FY2023 990 (6 parts)
Part I · Summary $116,879 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,387$10,366
I-9 Program service revenuePrior year $10,252$10,655
I-10 Investment incomePrior year $21,942$41,579
I-11 Other revenuePrior year $62,614$54,279
I-12 Total revenuePrior year $102,195$116,879
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $11,006$15,754
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $105,636$108,648
I-18 Total expensesPrior year $116,642$124,402
I-19 Revenue less expensesPrior year −$14,447−$7,523
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $116,879 across 7 lines filed
Lines not itemized here account for $5,937 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$10,366
VIII-1h Total contributions, gifts and grants$10,366
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $1,820 · Excluded from tax $0$10,655
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $23,113$23,113
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $18,466$18,466
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $48,342$48,342
VIII-12 Total revenueRelated to mission $9,609 · Unrelated business $1,820 · Excluded from tax $95,084$116,879
Part IX · Statement of functional expenses $124,402 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$14,400
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$1,354
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$7,449
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$1,935
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$4,408
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$4,151
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$600
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$8,428
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$26
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$10,033
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$5,806
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$12,345
IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$53,467
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$124,402
Part X · Balance sheet $971,422 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $9,963$30,132
X-2 Savings and temporary cash investmentsStart of year $184,294$144,215
X-4 Accounts receivableStart of year $530$0
X-9 Prepaid expenses and deferred chargesStart of year $3,460$2,016
X-10c Land, buildings and equipment, netStart of year $7,904$2,098
X-11 Publicly traded securitiesStart of year $674,750$792,961
X-16 Total assetsStart of year $880,901$971,422
X-17 Accounts payable and accrued expensesStart of year $8,266$16,580
X-19 Deferred revenueStart of year $6,220$6,995
X-24 Unsecured notes and loans payableStart of year $9,957$9,485
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $24,443$33,060
X-27 Net assets without donor restrictionsStart of year $709,228$804,581
X-28 Net assets with donor restrictionsStart of year $147,230$133,781
X-32 Total net assets or fund balancesStart of year $856,458$938,362
X-33 Total liabilities and net assetsStart of year $880,901$971,422
Part XI · Reconciliation of net assets $938,362 net assets at year end
XI-1 Total revenue$116,879
XI-2 Total expenses$124,402
XI-3 Revenue less expenses−$7,523
XI-4 Net assets at start of year$856,458
XI-5 Net unrealized gains (losses) on investments$93,808
XI-8 Prior period adjustments$11,619
XI-9 Other changes in net assets−$16,000
XI-10 Net assets at end of year$938,362

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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