Daughters Of Scotia Grand Lodge is located in The Villages, FL. The organization was established in 1941. According to its NTEE Classification (Y40) the organization is classified as: Fraternal Societies, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is a parent organization of an affiliated group for tax-exemption purposes. Daughters Of Scotia Grand Lodge is a 501(c)(8) and as such, is described as a "Fraternal Beneficiary Society and/or Association" by the IRS.
For the year ending 06/2023, Daughters Of Scotia Grand Lodge generated $159.9k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.2%) each year. All expenses for the organization totaled $353.9k during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (2.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE GRAND LODGE, DAUGHTERS OF SCOTIA IS THE PARENT LODGE OF THE ORDER KNOWN AS THE DAUGHTERS OF SCOTIA. THE ORDER IS A FRATERNAL ORGANIZATION UNITING ALL ACCEPTABLE RELATIVES OF THE CLANSMEN OF THE ORDER OF SCOTTISH CLANS AND WOMEN OF SCOTTISH DESCENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LODGE ACTIVITIES CONSIST OF DAY TO DAY ACTIVITIES PROVIDED TO LODGE MEMBERS. AT JUNE 30, 2022, THERE WERE 29 LODGES AND 869 MEMBERS.
FUNERAL BENEFITS ARE PROVIDED TO THE HEIRS OF THE LODGE'S DONATION MEMBERS WHO WERE DECEASED DURING THE YEAR.
CONTRIBUTIONS ARE MADE TO VARIOUS CHARITABLE ORGANIZATIONS AND, IN ADDITION, HARDSHIP GRANTS ARE GIVEN TO MEMBERS IN NEED.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Dona-Rae Sheridan Grand Chief Daughter | Officer | 20 | $0 |
Alyson Snyder Grand Past Chief Daughter | Officer | 1 | $0 |
Patricia Burch Grand Trustee | Officer | 1 | $0 |
Cynthia Ridings Grand Trustee | Officer | 1 | $0 |
Janet Grant Grand Sub Chief Daughter | Officer | 1 | $0 |
Carolyn Campbell Grand Chaplain | Officer | 2 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $4,895 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $2,755 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $7,650 |
Total Program Service Revenue | $2,535 |
Investment income | $170,174 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$21,768 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $159,864 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $7,500 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $16,475 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $17,750 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $45,830 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $102,694 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $84,688 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $1,500 |
Total functional expenses | $353,867 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $198,279 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $40,000 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $4,985,385 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $5,295 |
Total assets | $5,228,959 |
Accounts payable and accrued expenses | $16,800 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $16,800 |
Net assets without donor restrictions | $5,212,159 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $5,228,959 |