Civic Intelligence

United Scottish Rite Unity Mutual Benefit Assn

990EZ • Fiscal year 2023 • EIN 23-7269459

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2025

Organization ProfileN/A
548-552 Haight StreetSan Fancisco, CA 94117

(707) 235-4683

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • 501(c)8 • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

255%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

159%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$8,128

Up $5,837 (+255%) from 2022

Net Assets

Up

$8,128

Up $5,837 (+255%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Up

$115,523

Up $70,900 (+159%) from 2022

Expenses

Up

$109,686

Up $62,372 (+132%) from 2022

Net Income

Up

$5,837

Up $8,528 (+317%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$8,128
Liabilities-
Net Assets$8,128
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$115,523
Expenses$109,686
Net Income$5,837
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$115,523
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-$65,684
Kitchen upgrades and rental for meal preparation to feed senior citizens in the surrounding community-$16,232
ADA Accomodations to expand community access to facility-$10,381
Compensation and Service Providers
Top Officer Pay79th 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
2025-05-02
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.1002

“Office Expenses $4318”

Other Expenses.1003

“Information Technology $1427”

Other Expenses.1005

“Travel $150”

Other Expenses.1012

“Insurance $18124”

Other Expenses.1

“Sec179 Expense - Kitchen $10132”

Other Expenses.2

“Sec179 Expense - ADA Entrances $7281”

Other Expenses.3

“Sec179 Expense - Roof $4000”

Other Expenses.4

“Sec179 Expense - Railings $3100”

Other Expenses.5

“Supplies $2231”

Other Expenses.6

“Sound System - Sweet Sound $2172”

Other Expenses.7

“Reimbursement - J. Walker $2065”

Other Expenses.8

“Sec179 Expense - POS Register $1700”

Other Expenses.9

“Supplier - Golden Brands $1621”

Other Expenses.10

“Supplier - Southern Glazeirs $1419”

Other Expenses.11

“Reimbursement - W. Barrett $1334”

Other Expenses.12

“Sodas $956”

Other Expenses.13

“Reimbursement - G. Golden $875”

Other Expenses.14

“Miscellaneous (CVS/Bevmo/etc) $722”

Other Expenses.16

“Event Rentals - FavorMart $594”

Other Expenses.17

“YMCO $537”

Other Expenses.18

“Reimbursement - J. Dickerson $475”

Other Expenses.19

“Supplier - Matagrano $397”

Other Expenses.20

“Stereo Equipment -ReverbComLLC $272”

Other Expenses.21

“Supplier - Costco $214”

Other Expenses.22

“Reimbursement - F. Wyatt $150”

Other Expenses.23

“Paint $23”

Raw XML Appendix161 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/PersonNm0JEROME WALKER
IRS990EZ/BooksInCareOfDetail/PhoneNum07072354683
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0218 University Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vallejo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08128
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05837
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020767
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08128
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0115523
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02291
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08128
IRS990EZ/OccupancyRentUtltsAndMaintAmt021987
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OtherExpensesTotalAmt066289
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/PrintingPublicationsPostageAmt0643
IRS990EZ/ProgramServiceRevenueAmt0115523
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADA Accomodations to expand community access to facility
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Kitchen upgrades and rental for meal preparation to feed senior citizens in the surrounding community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Family and Community Events
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010381
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116232
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt265684
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/TotalExpensesAmt0109686
IRS990EZ/TotalProgramServiceExpensesAmt092297
IRS990EZ/TotalRevenueAmt0115523
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $18124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sec179 Expense - Kitchen $10132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sec179 Expense - ADA Entrances $7281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Sec179 Expense - Roof $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Sec179 Expense - Railings $3100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $2231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sound System - Sweet Sound $2172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Reimbursement - J. Walker $2065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Sec179 Expense - POS Register $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplier - Golden Brands $1621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Supplier - Southern Glazeirs $1419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Reimbursement - W. Barrett $1334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Sodas $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Reimbursement - G. Golden $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Miscellaneous (CVS/Bevmo/etc) $722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Event Rentals - FavorMart $594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19YMCO $537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Reimbursement - J. Dickerson $475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Supplier - Matagrano $397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Stereo Equipment -ReverbComLLC $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Supplier - Costco $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Reimbursement - F. Wyatt $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Paint $23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
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.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.23
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerome Walker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
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/ReturnTs02025-05-02T12:43:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,128
Liabilities
-
Net assets
$8,128
Revenue
$115,523
Expenses
$109,686
Net income
$5,837
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