Tehama Shriners FY2020 filing

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Philanthropic fraternity

Tax-exempt charity; gifts are tax-deductible.
38¢ of each $1 spent went to programs.
$18K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $32K a year · 18% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
38%
of spending
Concern: 38% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$18K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Plus $511K in investments, Pt X · Ln 11–13
Looks good: 7.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$53K
8% of total assets
Looks good: liabilities are 8% 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
$192K
Spent
$160K
To programs
38%
Net assets
$605K
By yearFY2020–FY2022
Revenue
$192K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$192K
FY2021$172K
FY2022$163K
Expenses
$160K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$160K
FY2021$133K
FY2022$139K
Net assets
$605K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$605K
FY2021$644K
FY2022$668K

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022. IRS ruling in Nov 1940.

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

Where the money goes

38 cents of each dollar spent went to programs.

Program services 38% · $60K Management & general 62% · $99K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $18K paid to officers and key staff.

Part VII, Section A · reportable compensation
$18,333Pt VII · Sec A
Potentate
$0Pt VII · Sec A
Chief Rabban
$0Pt VII · Sec A
Assistant Rabban
$0Pt VII · Sec A
$0Pt VII · Sec A
Oriental Guide
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2021FY2020
Ronald Nielsen$20,000$20,000$18,333

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

Tehama Shriners is a cemetery or fraternal organization based in Hastings, NE.

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Provided by the organization

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1 program · $60K · in their own filed words · FY2020
01

To support shriners hospitals for children and other charitable purposes.

$60Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$192K
Ln 12
Other incomeLn 4–11$71K
Fees for servicesLn 2g$62K
Gifts and grantsLn 1h$32K
Money outPt IX
$160K
Ln 25
Programscol B$60K
Managementcol C$99K
Owns and owesPt X
$605K
net assets · Ln 32
Cash and savingsLn 1–2$96K
Total assetsLn 16$658K
LiabilitiesLn 26$53K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$32K
Fees for servicesLn 2g$62K
Investment incomeLn 3$27K
Other incomeLn 4–11$71K
Gains on assetsLn 7$11K
Total revenueLn 12$192K
Assets in detailPt X, end of year
CashLn 1$96K
Cash and savings togetherLn 1–2$96K
InvestmentsLn 11–13$511K
Land, buildings, equipmentLn 10c$43K
Total assetsLn 16$658K
LiabilitiesLn 26$53K
Net assetsLn 32$605K
OperationsPt I, VI
EmployeesI 52
VolunteersI 6550
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 FY20End FY20
Cash and savingsLn 1–2$89K$96K
InvestmentsLn 11–13$476K$511K
Land, buildings, equipmentLn 10c$49K$43K
Total assetsLn 16$620K$658K
LiabilitiesLn 26$48K$53K
Net assetsLn 32$572K$605K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$50$50
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$20K$20K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$13K$13K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$3K$3K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$22K$22K
Lobbying feesLn 11d$0
Investment management feesLn 11f$5K$5K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$2K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$15K$15K
TravelLn 17$158$158
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$1K$1K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$19K$19K
Other expenses (24a–d)Ln 24$53K$53K
All other expensesLn 24e$642$642
Total functional expensesLn 25$160K$60K$99K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $163K$139K$24K$668K 990 PDF
FY2021 $172K$133K$39K$644K 990 PDF
FY2020 Viewing $192K$160K$33K$605K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $192,445 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $44,090$31,973
I-9 Program service revenuePrior year $35,296$61,930
I-10 Investment incomePrior year $34,320$27,357
I-11 Other revenuePrior year $78,068$71,185
I-12 Total revenuePrior year $191,774$192,445
I-13 Grants and similar amounts paid$50
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $33,705$35,951
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $134,442$123,763
I-18 Total expensesPrior year $168,147$159,764
I-19 Revenue less expensesPrior year $23,627$32,681
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 $192,445 across 8 lines filed
Lines not itemized here account for $20,663 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$31,973
VIII-1h Total contributions, gifts and grants$31,973
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $61,930$61,930
VIII-3 Investment incomeExcluded from tax $16,754$16,754
VIII-7 Net gain or loss on sales of assetsExcluded from tax $10,603$10,603
VIII-8 Net income from fundraising eventsExcluded from tax $38,972$38,972
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $11,550$11,550
VIII-12 Total revenueRelated to mission $94,143 · Excluded from tax $66,329$192,445
Part IX · Statement of functional expenses $159,764 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $50$50
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $20,000$20,000
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesManagement $13,082$13,082
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesManagement $2,869$2,869
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $21,553$21,553
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $4,513$4,513
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $1,520$1,520
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyManagement $15,487$15,487
IX-17 TravelPrograms $158$158
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $1,186$1,186
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $6,115$6,115
IX-23 InsuranceManagement $19,190$19,190
IX-24 Other expenses (24a–d)Programs $53,399$53,399
IX-24e All other expensesPrograms $642$642
IX-25 Total functional expensesPrograms $60,364 · Management $99,400$159,764
Part X · Balance sheet $657,772 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $88,672$95,989
X-3 Pledges and grants receivableStart of year $640$2,768
X-8 Inventories for sale or useStart of year $5,165$5,165
X-10c Land, buildings and equipment, netStart of year $49,185$43,070
X-11 Publicly traded securitiesStart of year $476,334$510,670
X-12 Other securitiesStart of year $110$110
X-16 Total assetsStart of year $620,106$657,772
X-17 Accounts payable and accrued expenses$12,343
X-19 Deferred revenueStart of year $46,345$36,550
X-25 Other liabilitiesStart of year $1,638$4,075
X-26 Total liabilitiesStart of year $47,983$52,968
X-27 Net assets without donor restrictionsStart of year $303,453$316,015
X-28 Net assets with donor restrictionsStart of year $268,670$288,789
X-32 Total net assets or fund balancesStart of year $572,123$604,804
X-33 Total liabilities and net assetsStart of year $620,106$657,772
Part XI · Reconciliation of net assets $604,804 net assets at year end
XI-1 Total revenue$192,445
XI-2 Total expenses$159,764
XI-3 Revenue less expenses$32,681
XI-4 Net assets at start of year$572,123
XI-10 Net assets at end of year$604,804

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

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