Civic Intelligence

Ancient & Accepted Scottish Rite of Free

EIN 68-0417450 • 501(c)10 • Huntington Beach, CA

Profile

It is the mission of the ancient & accepted scottish rite of freemasonry southern jurisdiction, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to god, family and country.

5267 Warner Ave 258Huntington Beach, CA 92649

www.ocscottishrite.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.01x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

501(c)10 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-11%

Faster asset growth than 24% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$179,016

Up $11,164 (+6.7%) from 2023

Liabilities

Down

$672

Down $1,830 (-73%) from 2023

Net Assets

Up

$178,344

Up $12,994 (+7.9%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin49th percentile

Revenue

Up

$48,156

Up $6,227 (+15%) from 2023

Expenses

Down

$46,657

Down $57 (-0.1%) from 2023

Net Income

Up

$1,499

Up $6,284 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$300K$200K$100K$0Assets 2010: $143,157Liabilities 2010: $0Net Assets 2010: $143,1572010Assets 2011: $130,326Liabilities 2011: $0Net Assets 2011: $130,3262011Assets 2012: $132,538Liabilities 2012: $0Net Assets 2012: $132,5382012Assets 2013: $145,228Liabilities 2013: $0Net Assets 2013: $145,2282013Assets 2014: $149,887Liabilities 2014: $520Net Assets 2014: $149,3672014Assets 2015: $146,666Liabilities 2015: $8,270Net Assets 2015: $138,3962015Assets 2016: $161,650Liabilities 2016: $0Net Assets 2016: $161,6502016Assets 2017: $166,768Liabilities 2017: $654Net Assets 2017: $166,1142017Assets 2018: $187,898Liabilities 2018: $1,510Net Assets 2018: $186,3882018Assets 2019: $206,107Liabilities 2019: $2,065Net Assets 2019: $204,0422019Assets 2020: $211,070Liabilities 2020: $5,795Net Assets 2020: $205,2752020Assets 2021: $199,031Liabilities 2021: $6,210Net Assets 2021: $192,8212021Assets 2022: $199,174Liabilities 2022: $4,985Net Assets 2022: $194,1892022Assets 2023: $167,852Liabilities 2023: $2,502Net Assets 2023: $165,3502023Assets 2024: $179,016Liabilities 2024: $672Net Assets 2024: $178,3442024

Highlighted filing

2024

Assets$179,016
Liabilities$672
Net Assets$178,344
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KRevenue 2010: $78,675Expenses 2010: $76,424Net Income 2010: $2,2512010Revenue 2011: $79,385Expenses 2011: $79,147Net Income 2011: $2382011Expenses 2012: $76,8662012Revenue 2013: $69,279Expenses 2013: $57,700Net Income 2013: $11,5792013Revenue 2014: $66,456Expenses 2014: $62,917Net Income 2014: $3,5392014Revenue 2015: $67,559Expenses 2015: $69,815Net Income 2015: -$2,2562015Revenue 2016: $58,422Expenses 2016: $45,123Net Income 2016: $13,2992016Revenue 2017: $66,470Expenses 2017: $62,006Net Income 2017: $4,4642017Revenue 2018: $61,421Expenses 2018: $41,147Net Income 2018: $20,2742018Revenue 2019: $30,276Expenses 2019: $53,261Net Income 2019: -$22,9852019Revenue 2020: $36,917Expenses 2020: $37,084Net Income 2020: -$1672020Revenue 2021: $34,439Expenses 2021: $46,893Net Income 2021: -$12,4542021Revenue 2022: $34,182Expenses 2022: $32,814Net Income 2022: $1,3682022Revenue 2023: $41,929Expenses 2023: $46,714Net Income 2023: -$4,7852023Revenue 2024: $48,156Expenses 2024: $46,657Net Income 2024: $1,4992024

Highlighted filing

2024

Revenue$48,156
Expenses$46,657
Net Income$1,499
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$179,016
Liabilities
$672
Net assets
$178,344
Revenue
$48,156
Expenses
$46,657
Net income
$1,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.01$1.78$0.48$0.47$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.03$1.65$0.42$0.47$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.05$1.94$0.34$0.33$0.01
2021Summary only. Only limited summary data is available for this year.$1.99$0.06$1.93$0.34$0.47$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.06$2.05$0.37$0.37$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.02$2.04$0.30$0.53$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.02$1.86$0.61$0.41$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.01$1.66$0.66$0.62$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.58$0.45$0.13
2015Summary only. Only limited summary data is available for this year.$1.47$0.08$1.38$0.68$0.70$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.49$0.66$0.63$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.69$0.58$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.77
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.79$0.79$0.00
2010Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.79$0.76$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2025
Return Version
2023v6.0
Gross Receipts
$41,929
Mission and Program Overview

Mission

It is the mission of the ancient & accepted scottish rite of freemasonry southern jurisdiction, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to god, family and country.

It is the mission of the ancient & accepted scottish rite of freemasonry southern jurisdiction, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while the organization conducted monthly meetings with members and guests toprovide fellowship and educational opportunities in the teachings of masonry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$170,396$132,000▼ $38,396
Cash and Non-Interest-Bearing Accounts$28,777$35,852▲ $7,075
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$199,174$167,852▼ $31,322
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$4,985$2,502▼ $2,483
Total Liabilities$4,985$2,502▼ $2,483
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$124,737$107,597▼ $17,140
Net Assets With Donor Restrictions$69,452$57,753▼ $11,699
Total Net Assets Fund Balance$194,189$165,350▼ $28,839
Total Liabilities and Net Assets / Fund Balance$199,174$167,852▼ $31,322

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$5,176$5,176
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Jack HenningsAsst to Persona
Alejo VelardeCommander
Jamie HopkinsGeneral Secreta
Luis CarrionMaster of Kados
Ralph SheltonPersonal Repren
Mark PresseyTreasurer
Andrew ToddVenerable Maste
Russ HenningsWise Master
Revenue and Support

Revenue Composition

Contributions and Grants
$39,831
Program Service Revenue
$0
Investment Income
$2,098
Other Revenue
$0
Change in Net Assets
$-4,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$6,019
Travel---$5,231
Fees for Services Accounting---$4,525
Other Expenses---$3,273
Insurance---$2,703
Total Functional Expenses$0$0$0$46,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other$2,502
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is comprised of individual members and no shareholders.”

Form 990, Part VI, Section A, Line 7A

“Every member has the right to vote on all matters including the election ofofficers. Any member wishing to exercise their voting rights must bepresent at the business meeting. No mail in votes or voting by proxy ispermitted.”

Form 990, Part VI, Section A, Line 7B

“All decisions of the officers must be approved or ratified by simplemajority approval of all members present at each monthly business meeting.”

Form 990, Part VI, Section B, Line 11B

“A full and complete copy of federal form 990 and california form 199 isprovided to the governing body for review and comment prior to filingthrough use of a secure internet portal.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial statements are kept on file by thegeneral secretary and available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of Free
EIN
68-0417450
Phone
9495869607
Address
5267 Warner Ave 258, Huntington Beach, CA 92649

Signing Officer

Name
David Gilman
Title
Treasurer
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Gilman
Formed
1977
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Urquidez & Associates Cpas Inc
Address
444 W OCEAN BLVD STE 707, LONG BEACH, CA 90802
Preparer
Kathleen P Urquidez CPA
Phone
5622161561
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Bank Charges: Column (A) - Total = $25; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“COMMUNICATION: Column (A) - Total = $104; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Internet Expense: Column (A) - Total = $1220; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“INVESTMENT EXP: Column (A) - Total = $658; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Misc Exp: Column (A) - Total = $120; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“POSTAGE AND MAILING COTS: Column (A) - Total = $169; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Special Events: Column (A) - Total = $3201; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Supplies: Column (A) - Total = $75; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“UNCATEGORIZED EXP: Column (A) - Total = $72; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“WORKSHOPS AND CONFERENCES: Column (A) - Total = $375; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Amended Explanation

“Many transactions had not been included in the original returns”

Raw XML Appendix378 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IT IS THE MISSION OF THE ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SOUTHERN JURISDICTION, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE THE ORGANIZATION CONDUCTED MONTHLY MEETINGS WITH MEMBERS AND GUESTS TOPROVIDE FELLOWSHIP AND EDUCATIONAL OPPORTUNITIES IN THE TEACHINGS OF MASONRY.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0true
IRS990/AllOtherExpensesGrp/TotalAmt06019
IRS990/AmendedReturnInd0X
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0David Gilman
IRS990/BooksInCareOfDetail/PhoneNum09495869607
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt071 Plaza Square
IRS990/BooksInCareOfDetail/USAddress/CityNm0Orange
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092866
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt028777
IRS990/CashNonInterestBearingGrp/EOYAmt035852
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039831
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02098
IRS990/CYOtherExpensesAmt046714
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4785
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt046714
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041929
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE ORGANIZATION CONDUCTED MONTHLY MEETINGS WITH MEMBERS AND GUESTS TO PROVIDE FELLOWSHIP AND EDUCATIONAL OPPORTUNITIES IN THE TEACHINGS OF MASONRY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt069452
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt057753
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt04525
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Ralph Shelton
IRS990/Form990PartVIISectionAGrp/PersonNm1Jack Hennings
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMIE HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3Andrew Todd
IRS990/Form990PartVIISectionAGrp/PersonNm4Russ Hennings
IRS990/Form990PartVIISectionAGrp/PersonNm5Alejo Velarde
IRS990/Form990PartVIISectionAGrp/PersonNm6Luis Carrion
IRS990/Form990PartVIISectionAGrp/PersonNm7Mark Pressey
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PERSONAL REPREN
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASST TO PERSONA
IRS990/Form990PartVIISectionAGrp/TitleTxt2GENERAL SECRETA
IRS990/Form990PartVIISectionAGrp/TitleTxt3VENERABLE MASTE
IRS990/Form990PartVIISectionAGrp/TitleTxt4WISE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt5Commander
IRS990/Form990PartVIISectionAGrp/TitleTxt6Master of Kados
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0397
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0100
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0397
IRS990/GrossReceiptsAmt041929
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd0true
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt02703
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01701
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01701
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0170396
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0132000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05176
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt05176
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt039731
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IT IS THE MISSION OF THE ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SOUTHERN JURISDICTION, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE THE ORGANIZATION CONDUCTED MONTHLY MEETINGS WITH MEMBERS AND GUESTS TOPROVIDE FELLOWSHIP AND EDUCATIONAL OPPORTUNITIES IN THE TEACHINGS OF MASONRY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0194189
IRS990/NetAssetsOrFundBalancesEOYAmt0165350
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0397
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0397
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0124737
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0107597
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Per Capita
IRS990/OtherExpensesGrp/Desc1RENT
IRS990/OtherExpensesGrp/Desc2Meals
IRS990/OtherExpensesGrp/Desc3CANDIDATE COSTS
IRS990/OtherExpensesGrp/TotalAmt09718
IRS990/OtherExpensesGrp/TotalAmt18310
IRS990/OtherExpensesGrp/TotalAmt26935
IRS990/OtherExpensesGrp/TotalAmt33273
IRS990/OtherLiabilitiesGrp/BOYAmt04985
IRS990/OtherLiabilitiesGrp/EOYAmt02502
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0David Gilman
IRS990/PriorPeriodAdjustmentsAmt0-24054
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0FELLOWSHIP EVENT RECEIPT
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034181
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt032814
IRS990/PYRevenuesLessExpensesAmt01368
IRS990/PYTotalExpensesAmt032814
IRS990/PYTotalRevenueAmt034182
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4785
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05176
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02502
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER
IRS990ScheduleD/TotalLiabilityAmt02502
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPRISED OF INDIVIDUAL MEMBERS AND NO SHAREHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY MEMBER HAS THE RIGHT TO VOTE ON ALL MATTERS INCLUDING THE ELECTION OFOFFICERS. ANY MEMBER WISHING TO EXERCISE THEIR VOTING RIGHTS MUST BEPRESENT AT THE BUSINESS MEETING. NO MAIL IN VOTES OR VOTING BY PROXY ISPERMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DECISIONS OF THE OFFICERS MUST BE APPROVED OR RATIFIED BY SIMPLEMAJORITY APPROVAL OF ALL MEMBERS PRESENT AT EACH MONTHLY BUSINESS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A FULL AND COMPLETE COPY OF FEDERAL FORM 990 AND CALIFORNIA FORM 199 ISPROVIDED TO THE GOVERNING BODY FOR REVIEW AND COMMENT PRIOR TO FILINGTHROUGH USE OF A SECURE INTERNET PORTAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE KEPT ON FILE BY THEGENERAL SECRETARY AND AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges: Column (A) - Total = $25; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNICATION: Column (A) - Total = $104; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Internet Expense: Column (A) - Total = $1220; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INVESTMENT EXP: Column (A) - Total = $658; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Misc Exp: Column (A) - Total = $120; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10POSTAGE AND MAILING COTS: Column (A) - Total = $169; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Special Events: Column (A) - Total = $3201; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies: Column (A) - Total = $75; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13UNCATEGORIZED EXP: Column (A) - Total = $72; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WORKSHOPS AND CONFERENCES: Column (A) - Total = $375; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Many transactions had not been included in the original returns
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Amended Explanation
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0199174
IRS990/TotalAssetsEOYAmt0167852
IRS990/TotalAssetsGrp/BOYAmt0199174
IRS990/TotalAssetsGrp/EOYAmt0167852
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039831
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt046714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04985
IRS990/TotalLiabilitiesEOYAmt02502
IRS990/TotalLiabilitiesGrp/BOYAmt04985
IRS990/TotalLiabilitiesGrp/EOYAmt02502
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0165350
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02098
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041929
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0199174
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0167852
IRS990/TravelGrp/TotalAmt05231
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.ocscottishrite.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GILMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF FREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MASONRY SO JURIS USA GROUP RET
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0680417450
ReturnHeader/Filer/PhoneNum09495869607
ReturnHeader/Filer/USAddress/AddressLine1Txt05267 Warner Ave 258
ReturnHeader/Filer/USAddress/CityNm0Huntington Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092649
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460829756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0URQUIDEZ & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 W OCEAN BLVD STE 707
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090802
ReturnHeader/PreparerPersonGrp/PhoneNum05622161561
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN P URQUIDEZ CPA
ReturnHeader/ReturnTs02025-11-12T12:27:58-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.