Scottish Rite Park INC

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Operate an independent retirement facility in a manner which provides residents the freedom of an active lifestyle in a gracious attractive setting. In case of an accident or illness, a 24 hour health services facility or residential care is available. Scottish Rite Park has 156 independent living units, 51 dually certified icf/snf beds and a 25 bed residential care facitiliy.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 42-0950776) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Run by 20 volunteers and 147 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $448K a year · 4% of revenue · last 5 filings
A surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
80% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$738K
to officers and key staff · 6% of spending
Pay to officers and key staff is 6% of spending.
Part VII, Section A
0.5 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
0.5 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $27K
3 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$26.6M
86% of total assets
Liabilities are 86% of assets.
Pt X · Ln 26
Independent board members
9
of 9 voting members
9 of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$12.3M
+10% vs prior year
Spent
$13.3M
To programs
80%
Net assets
$4.2M
By yearFY2020–FY2024
Revenue
$12.3M
FY2024▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.2M
FY2021$10.1M
FY2022$10.7M
FY2023$11.2M
FY2024$12.3M
Expenses
$13.3M
FY2024▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.7M
FY2021$10.7M
FY2022$11.4M
FY2023$11.6M
FY2024$13.3M
Net assets
$4.2M
FY2024▼ -17%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.8M
FY2021$5.2M
FY2022$5.4M
FY2023$5.0M
FY2024$4.2M

From the FY2024 Form 990 (year ending October 2024) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1973.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $10.7M Management & general 20% · $2.6M

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

14 people listed on the 990; $738K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Chief Execut
$274,729Pt VII · Sec A
$133,688Pt VII · Sec A
Chief Nursin
$112,080Pt VII · Sec A
Director of
$110,015Pt VII · Sec A
Chief Nursin
$107,804Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Daniel Boor$274,729$271,424$261,484$265,486$247,050
Elizabeth Dawley$133,688$128,100$123,817$118,535$105,929
Yvonne Rosenberg$107,804$130,286$119,053$109,592$94,889
Johna Gallagher$112,080————
Monica Kuehl$110,015————

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 Scottish Rite Park INC executive salaries →

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 15aYes

Programs and updates

Provides active, gracious retirement living with 24-hour health services and residential care.

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1 program · $10.7M · in their own filed words · FY2023
01

Scottish rite park, inc. Owns and operates a 13-STORY, 153 unit independent retirement facility, 25 bed residential care facility and a 51 bed nursing unit to provide residents the freedom of an active lifestyle, in a gracious attractive setting.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 42-0950776) · Dispute this line
$10.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$27K
See all 3 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$12.3M
Ln 12
Fees for servicesLn 2g$11.9M
Gifts and grantsLn 1h$189K
Investment incomeLn 3$142K
Money outPt IX
$13.3M
Ln 25
Programscol B$10.7M
Managementcol C$2.6M
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$591K
Total assetsLn 16$30.7M
LiabilitiesLn 26$26.6M
PeoplePt VI, VII
14
listed · VII A
PaidVII A5
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$189K
Fees for servicesLn 2g$11.9M
Investment incomeLn 3$142K
Other incomeLn 4–11$20K
Total revenueLn 12$12.3M
Assets in detailPt X, end of year
CashLn 1$591K
Cash and savings togetherLn 1–2$591K
Accounts receivableLn 4$768K
Prepaid expenses and deferred chargesLn 9$279K
Land, buildings, equipmentLn 10c$25.2M
InvestmentsLn 11–13$1.1M
Other assetsLn 15$2.8M
Total assetsLn 16$30.7M
LiabilitiesLn 26$26.6M
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 5147
VolunteersI 620
Fiscal year endsHeaderOctober
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$808K$704K$607K$589K$573K
AddedLn 1b$103K$98K$17K$17K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$884K$591K
InvestmentsLn 11–13$787K$1.1M
Land, buildings, equipmentLn 10c$23.2M$25.2M
Total assetsLn 16$29.0M$30.7M
LiabilitiesLn 26$24.0M$26.6M
Net assetsLn 32$5.0M$4.2M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$408K$408K
Other salaries and wagesLn 7$5.0M$4.5M$414K
Other employee benefitsLn 9$576K$485K$90K
Payroll taxesLn 10$388K$331K$57K
Other fees for servicesLn 11g$639K$591K$48K
Advertising and promotionLn 12$67K$67K
OccupancyLn 16$1.5M$1.5M$28K
InterestLn 20$111K$110K$890
Depreciation, depletion and amortizationLn 22$1.8M$1.8M
InsuranceLn 23$255K$103K$151K
Other expenses (24a–d)Ln 24$2.6M$1.3M$1.3M
All other expensesLn 24e$7K$7K
Total functional expensesLn 25$13.3M$10.7M$2.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Sep 10, 2025 $12.3M$13.3M−$1.1M$4.2M 990 PDF
FY2023Filed with the IRS Sep 16, 2024 $11.2M$11.6M−$403K$5.0M 990 PDF
FY2022Filed with the IRS Sep 14, 2023 $10.7M$11.4M−$664K$5.4M 990 PDF
FY2021Filed with the IRS Sep 13, 2022 $10.1M$10.7M−$646K$5.2M 990 PDF
FY2020Filed with the IRS Sep 10, 2021 $10.2M$9.7M$545K$5.8M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants J · Pay O · Explanations
See the full FY2024 990
Part I · Summary $12,262,839 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $317,496$188,564
I-9 Program service revenuePrior year $10,828,941$11,911,691
I-10 Investment incomePrior year $39,345$142,129
I-11 Other revenue$20,455
I-12 Total revenuePrior year $11,185,782$12,262,839
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $6,070,748$6,325,923
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $5,518,504$7,009,531
I-18 Total expensesPrior year $11,589,252$13,335,454
I-19 Revenue less expensesPrior year −$403,470−$1,072,615
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,262,839 across 6 lines filed
VIII-1f All other contributions, gifts and grants$188,564
VIII-1h Total contributions, gifts and grants$188,564
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,911,691$11,911,691
VIII-3 Investment incomeExcluded from tax $142,129$142,129
VIII-8 Net income from fundraising eventsExcluded from tax $20,455$20,455
VIII-12 Total revenueRelated to mission $11,911,691 · Excluded from tax $162,584$12,262,839
Part IX · Statement of functional expenses $13,335,454 across 12 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Management $408,417$408,417
IX-7 Other salaries and wagesPrograms $4,540,043 · Management $414,034$4,954,077
IX-9 Other employee benefitsPrograms $485,178 · Management $90,361$575,539
IX-10 Payroll taxesPrograms $330,982 · Management $56,908$387,890
IX-11g Other fees for servicesPrograms $590,855 · Management $48,026$638,881
IX-12 Advertising and promotionManagement $66,911$66,911
IX-16 OccupancyPrograms $1,490,454 · Management $27,695$1,518,149
IX-20 InterestPrograms $109,794 · Management $890$110,684
IX-22 Depreciation, depletion and amortizationPrograms $1,778,560$1,778,560
IX-23 InsurancePrograms $103,478 · Management $151,327$254,805
IX-24 Other expenses (24a–d)Programs $1,292,592 · Management $1,342,279$2,634,871
IX-24e All other expensesPrograms $6,670$6,670
IX-25 Total functional expensesPrograms $10,728,606 · Management $2,606,848 · Fundraising $0$13,335,454
Part X · Balance sheet $30,739,021 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $884,240$591,259
X-4 Accounts receivableStart of year $706,459$768,079
X-9 Prepaid expenses and deferred chargesStart of year $261,344$278,510
X-10c Land, buildings and equipment, netStart of year $23,224,896$25,164,508
X-11 Publicly traded securitiesStart of year $786,615$1,117,007
X-15 Other assetsStart of year $3,104,630$2,819,658
X-16 Total assetsStart of year $28,968,184$30,739,021
X-17 Accounts payable and accrued expensesStart of year $1,394,650$1,678,181
X-19 Deferred revenueStart of year $19,705,520$22,100,289
X-23 Secured mortgages and notes payableStart of year $2,837,567$2,777,336
X-25 Other liabilitiesStart of year $17,940$10,848
X-26 Total liabilitiesStart of year $23,955,677$26,566,654
X-27 Net assets without donor restrictionsStart of year $4,088,877$3,160,192
X-28 Net assets with donor restrictionsStart of year $923,630$1,012,175
X-32 Total net assets or fund balancesStart of year $5,012,507$4,172,367
X-33 Total liabilities and net assetsStart of year $28,968,184$30,739,021
Part XI · Reconciliation of net assets $4,172,367 net assets at year end
XI-1 Total revenue$12,262,839
XI-2 Total expenses$13,335,454
XI-3 Revenue less expenses−$1,072,615
XI-4 Net assets at start of year$5,012,507
XI-5 Net unrealized gains (losses) on investments$232,475
XI-10 Net assets at end of year$4,172,367

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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