Zamora Shriners

Tax-deductible

Pinson, ALCemetery / fraternalEIN 63-0233840Revenue $485K in FY2024

On file with the IRSzamorashriners.com9276 Cedar Mountain Rd, 35126-2421 · Pinson, ALTax-exempt since Nov 1940

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Fraternal organization supporting the charitable activities of Shriners international

Tax-exempt charity; gifts are tax-deductible.
64¢ of each $1 spent went to programs.
$17K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · 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
4 of 5
filings with a surplus
Average surplus $89K a year · 21% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$17K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
26 mo
of spending, in cash
Looks good: 25.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$68K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 7 voting members
Concern: none of 7 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$485K
+5% vs prior year
Spent
$271K
To programs
64%
Net assets
$5.3M
By yearFY2020–FY2024
Revenue
$485K
FY2024▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$366K
FY2021$346K
FY2022$413K
FY2023$463K
FY2024$485K
Expenses
$271K
FY2024▼ -23%
Tap a bar for its year
Expenses by fiscal year
FY2020$448K
FY2021$247K
FY2022$312K
FY2023$352K
FY2024$271K
Net assets
$5.3M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.8M
FY2021$4.9M
FY2022$5.0M
FY2023$5.1M
FY2024$5.3M

From the FY2024 Form 990 · see the original

Give Claim

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

Where the money goes

64 cents of each dollar spent went to programs.

Program services 64% · $174K Management & general 36% · $97K

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; $17K paid to officers and key staff.

Part VII, Section A · reportable compensation
Recorder
$16,752Pt VII · Sec A
Chief Rabban
$0Pt VII · Sec A
Assistant Ra
$0Pt VII · Sec A
Potentate
$0Pt VII · Sec A
Oriental Gui
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Steve Weldon$16,752$15,989$14,500$13,500$5,750
Jimmy Sills————$1,250

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

Supports Shriners International's charitable work through fraternal activities.

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Provided by the organization

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2 programs · in their own filed words · FY2024
01

Charitable

Transportation of patients and their family members to shriners hospitals for children; direct support for research activities of and patients treated at shriners hospitals for children

Pt IX · col B
02

Fraternal, social, and recreational benefits for members

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 9 grants · $71K · 2020–2024
Zamora Hospital Transport FundFY2020$5,449

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$485K
Ln 12
Investment incomeLn 3$218K
Other incomeLn 4–11$187K
Gifts and grantsLn 1h$69K
Money outPt IX
$271K
Ln 25
Programscol B$174K
Managementcol C$97K
Owns and owesPt X
$5.3M
net assets · Ln 32
Cash and savingsLn 1–2$579K
Total assetsLn 16$5.4M
LiabilitiesLn 26$68K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$69K
Fees for servicesLn 2g$11K
Investment incomeLn 3$218K
Other incomeLn 4–11$187K
Gains on assetsLn 7$75K
Total revenueLn 12$485K
Assets in detailPt X, end of year
CashLn 1$261K
SavingsLn 2$317K
Cash and savings togetherLn 1–2$579K
InvestmentsLn 11–13$4.8M
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$5.4M
LiabilitiesLn 26$68K
Net assetsLn 32$5.3M
OperationsPt I, VI
EmployeesI 54
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 FY24End FY24
Cash and savingsLn 1–2$1.8M$579K
InvestmentsLn 11–13$3.4M$4.8M
Land, buildings, equipmentLn 10c$8K$3K
Total assetsLn 16$5.2M$5.4M
LiabilitiesLn 26$77K$68K
Net assetsLn 32$5.1M$5.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$16K$16K
Grants and assistance to foreign recipientsLn 3$1K$1K
Pay of current officers, directors and key staffLn 5$17K$17K
Other salaries and wagesLn 7$36K$36K
Payroll taxesLn 10$5K$5K
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g−$3K−$3K
Advertising and promotionLn 12$15K$15K
Office expensesLn 13$4K$4K
OccupancyLn 16$14K$14K
Conferences, conventions and meetingsLn 19$3K$3K
Payments to affiliatesLn 21$12K$12K
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$19K$19K
Other expenses (24a–d)Ln 24$74K$64K$10K
All other expensesLn 24e$33K$28K$5K
Total functional expensesLn 25$271K$174K$97K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $485K$271K$214K$5.3M 990 PDF
FY2023 $463K$352K$111K$5.1M 990 PDF
FY2022 $413K$312K$101K$5.0M 990 PDF
FY2021 $346K$247K$99K$4.9M 990 PDF
FY2020 $366K$448K−$82K$4.8M 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 FY2024 990 (6 parts)
Part I · Summary $484,743 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $101,198$68,719
I-9 Program service revenuePrior year $9,348$10,957
I-10 Investment incomePrior year $187,195$217,775
I-11 Other revenuePrior year $165,421$187,292
I-12 Total revenuePrior year $463,162$484,743
I-13 Grants and similar amounts paidPrior year $40,450$16,735
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $58,412$56,973
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $253,048$197,007
I-18 Total expensesPrior year $351,910$270,715
I-19 Revenue less expensesPrior year $111,252$214,028
Part VI · Governance 0 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members0
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 $484,743 across 9 lines filed
Lines not itemized here account for −$2,014 of total revenue; see the IRS return.
VIII-1b Membership dues$58,522
VIII-1f All other contributions, gifts and grants$10,197
VIII-1h Total contributions, gifts and grants$68,719
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,957$10,957
VIII-3 Investment incomeExcluded from tax $143,223$143,223
VIII-6 Net rental income or lossRelated to mission $3,800$3,800
VIII-7 Net gain or loss on sales of assetsExcluded from tax $74,552$74,552
VIII-8 Net income from fundraising eventsExcluded from tax $185,506$185,506
VIII-12 Total revenueRelated to mission $14,757 · Excluded from tax $401,267$484,743
Part IX · Statement of functional expenses $270,715 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $15,500$15,500
IX-3 Grants and assistance to foreign recipientsPrograms $1,235$1,235
IX-5 Pay of current officers, directors and key staffManagement $16,752$16,752
IX-7 Other salaries and wagesManagement $35,500$35,500
IX-10 Payroll taxesManagement $4,721$4,721
IX-11c Accounting feesManagement $21,500$21,500
IX-11g Other fees for servicesManagement −$2,728−$2,728
IX-12 Advertising and promotionPrograms $14,790$14,790
IX-13 Office expensesManagement $3,616$3,616
IX-16 OccupancyPrograms $14,057$14,057
IX-19 Conferences, conventions and meetingsManagement $2,716$2,716
IX-21 Payments to affiliatesPrograms $11,657$11,657
IX-22 Depreciation, depletion and amortizationPrograms $5,027$5,027
IX-23 InsurancePrograms $19,180$19,180
IX-24 Other expenses (24a–d)Programs $64,049 · Management $10,017$74,066
IX-24e All other expensesPrograms $28,487 · Management $4,639$33,126
IX-25 Total functional expensesPrograms $173,982 · Management $96,733 · Fundraising $0$270,715
Part X · Balance sheet $5,370,640 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $247,487$261,321
X-2 Savings and temporary cash investmentsStart of year $1,511,954$317,275
X-8 Inventories for sale or useStart of year $7,508$7,739
X-10c Land, buildings and equipment, netStart of year $7,706$2,681
X-11 Publicly traded securitiesStart of year $2,968,368$2,846,241
X-12 Other securitiesStart of year $403,251$1,935,383
X-16 Total assetsStart of year $5,155,954$5,370,640
X-17 Accounts payable and accrued expensesStart of year $15,011$36,770
X-19 Deferred revenueStart of year $61,614$31,418
X-26 Total liabilitiesStart of year $76,625$68,188
X-27 Net assets without donor restrictionsStart of year $4,971,647$5,183,138
X-28 Net assets with donor restrictionsStart of year $107,682$119,314
X-32 Total net assets or fund balancesStart of year $5,079,329$5,302,452
X-33 Total liabilities and net assetsStart of year $5,155,954$5,370,640
Part XI · Reconciliation of net assets $5,302,452 net assets at year end
XI-1 Total revenue$484,743
XI-2 Total expenses$270,715
XI-3 Revenue less expenses$214,028
XI-4 Net assets at start of year$5,079,329
XI-9 Other changes in net assets$9,095
XI-10 Net assets at end of year$5,302,452

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

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