Civic Intelligence

Scottish Rite

EIN 23-7269459 • 501(c)8 • San Fancisco, CA

Profile

To foster, promote and encourage the mental and moral welfare and improvement of the members and surrounding communities.

548-552 Haight StreetSan Fancisco, CA 94117

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)8 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-25%

Faster asset growth than 12% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-7.3%

Faster revenue growth than 38% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,126

Down $2,002 (-25%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,126

Down $2,002 (-25%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$107,049

Down $8,474 (-7.3%) from 2023

Expenses

Down

$86,587

Down $23,099 (-21%) from 2023

Net Income

Up

$20,462

Up $14,625 (+251%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2022: $2,291Net Assets 2022: $2,2912022Assets 2023: $8,128Net Assets 2023: $8,1282023Assets 2024: $6,126Net Assets 2024: $6,1262024

Highlighted filing

2024

Assets$6,126
Liabilities-
Net Assets$6,126
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $44,623Expenses 2022: $47,314Net Income 2022: -$2,6912022Revenue 2023: $115,523Expenses 2023: $109,686Net Income 2023: $5,8372023Revenue 2024: $107,049Expenses 2024: $86,587Net Income 2024: $20,4622024

Highlighted filing

2024

Revenue$107,049
Expenses$86,587
Net Income$20,462
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,126
Liabilities
-
Net assets
$6,126
Revenue
$107,049
Expenses
$86,587
Net income
$20,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.06$1.07$0.87$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.16$1.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.45$0.47$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$107,049
Mission and Program Overview

Mission

To foster, promote and encourage the mental and moral welfare and improvement of the members and surrounding communities.

Program Services

DescriptionGrantsExpenses
Family and Community Events-$59,129
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEROME WALKERPresident-$0--
FURLISHOUS WYATTExecutive Director-$0--
JANICE DICKERSONTreasurer-$0--
ALLAN BLANDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Scottish Rite
EIN
23-7269459
Phone
7072354683
Address
548-552 HAIGHT STREET, SAN FANCISCO, CA 94117

Signing Officer

Name
Jerome Walker
Title
COO
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Allison W Hayes CPA
Address
484 Lake Park Avenue 181, Oakland, CA 94610
Preparer
Allison Hayes
Phone
5103684444
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $350”

Other Expenses.1005

“Travel $350”

Other Expenses.1008

“Interest $2086”

Other Expenses.1012

“Insurance $21212”

Other Expenses.1

“Section 179 - Roof $6000”

Other Expenses.2

“POS System Fees $4073”

Other Expenses.3

“Supplier - Golden Brands $1452”

Other Expenses.4

“Supplies $1412”

Other Expenses.5

“Supplier - YMCO $1125”

Other Expenses.6

“Incidentals $946”

Other Expenses.7

“Sodas $944”

Other Expenses.8

“Supplier - Southern Glazers $889”

Other Expenses.9

“John Muir Elementary $590”

Other Expenses.10

“Miscellaneous $526”

Other Expenses.11

“Supplier - Morris Distribution $447”

Other Expenses.12

“Supplier - Republic National $399”

Other Expenses.13

“Supplier - Matagrano $398”

Other Expenses.14

“Reimbursement - J. Walker $92”

Other Expenses.15

“Reimbursement - J. Thomas $30”

Raw XML Appendix143 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07072354683
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0218 University Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vallejo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08128
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023423
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0107049
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08128
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06126
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08128
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06126
IRS990EZ/OccupancyRentUtltsAndMaintAmt019843
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEROME WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FURLISHOUS WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANICE DICKERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLAN BLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-22464
IRS990EZ/OtherExpensesTotalAmt043321
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster, promote and encourage the mental and moral welfare and improvement of the members and surrounding communities.
IRS990EZ/ProgramServiceRevenueAmt0107049
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Family and Community Events
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059129
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt086587
IRS990EZ/TotalProgramServiceExpensesAmt059129
IRS990EZ/TotalRevenueAmt0107049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $2086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $21212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Section 179 - Roof $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POS System Fees $4073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplier - Golden Brands $1452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $1412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplier - YMCO $1125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Incidentals $946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Sodas $944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplier - Southern Glazers $889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12John Muir Elementary $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Miscellaneous $526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Supplier - Morris Distribution $447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Supplier - Republic National $399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Supplier - Matagrano $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Reimbursement - J. Walker $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Reimbursement - J. Thomas $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.15
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerome Walker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNITY MUTUAL BENEFIT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0237269459
ReturnHeader/Filer/PhoneNum07072354683
ReturnHeader/Filer/USAddress/AddressLine1Txt0548-552 HAIGHT STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allison W Hayes CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0484 Lake Park Avenue 181
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094610
ReturnHeader/PreparerPersonGrp/PhoneNum05103684444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON HAYES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-15T23:52:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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