Civic Intelligence

Ancient & Accepted Scottish Rite of Freemasonry Sa

EIN 74-0485600 • 501(c)10 • San Antonio, TX

Profile

The Scottish Rite is devoted to the cause of Liberty, Equality, and Fraternity. To Establish righteousness and ordain mercy to protect the weak and combat all dogmas that would imprison the human spirit. Seek to cultivate in the hearts of men personal morality and the sentiment of tolerance and fraternity.

C/O Sun Larson 10110 SaharaSan Antonio, TX 78216
Siviq Scores

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

Liabilities / Assets

94th percentile

0.09x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

0.60x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Source year 2024

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

501(c)10 • $500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

0.2%

Faster asset growth than 32% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$705,243

Up $1,064 (+0.2%) from 2023

Liabilities

Up

$64,127

Up $555 (+0.9%) from 2023

Net Assets

Up

$641,116

Up $509 (+0.1%) from 2023

Revenue

Down

$106,279

Down $38,842 (-27%) from 2023

Expenses

Down

$121,646

Down $33,511 (-22%) from 2023

Net Income

Down

-$15,367

Down $5,331 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,057,354Liabilities 2010: $208,899Net Assets 2010: $848,4552010Assets 2011: $1,044,019Liabilities 2011: $244,947Net Assets 2011: $799,0722011Assets 2012: $972,364Liabilities 2012: $150,447Net Assets 2012: $821,9172012Assets 2013: $834,486Liabilities 2013: $84,676Net Assets 2013: $749,8102013Assets 2014: $853,159Liabilities 2014: $81,411Net Assets 2014: $771,7482014Assets 2015: $812,781Liabilities 2015: $85,722Net Assets 2015: $727,0592015Assets 2016: $766,662Liabilities 2016: $139,528Net Assets 2016: $627,1342016Assets 2017: $757,505Liabilities 2017: $41,906Net Assets 2017: $715,5992017Assets 2018: $771,708Liabilities 2018: $74,034Net Assets 2018: $697,6742018Assets 2019: $743,417Liabilities 2019: $74,691Net Assets 2019: $668,7262019Assets 2020: $771,346Liabilities 2020: $85,243Net Assets 2020: $686,1032020Assets 2021: $769,641Liabilities 2021: $51,406Net Assets 2021: $718,2352021Assets 2022: $715,846Liabilities 2022: $65,203Net Assets 2022: $650,6432022Assets 2023: $704,179Liabilities 2023: $63,572Net Assets 2023: $640,6072023Assets 2024: $705,243Liabilities 2024: $64,127Net Assets 2024: $641,1162024

Highlighted filing

2024

Assets$705,243
Liabilities$64,127
Net Assets$641,116

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $218,5812010Expenses 2011: $241,3422011Revenue 2012: $202,637Expenses 2012: $228,580Net Income 2012: -$25,9432012Revenue 2013: $240,159Expenses 2013: $233,369Net Income 2013: $6,7902013Revenue 2014: $146,833Expenses 2014: $164,153Net Income 2014: -$17,3202014Revenue 2015: $131,734Expenses 2015: $178,726Net Income 2015: -$46,9922015Revenue 2016: $67,570Expenses 2016: $163,532Net Income 2016: -$95,9622016Revenue 2017: $227,226Expenses 2017: $160,760Net Income 2017: $66,4662017Revenue 2018: $113,978Expenses 2018: $139,995Net Income 2018: -$26,0172018Revenue 2019: $143,152Expenses 2019: $192,706Net Income 2019: -$49,5542019Revenue 2020: $129,229Expenses 2020: $128,249Net Income 2020: $9802020Revenue 2021: $173,143Expenses 2021: $139,891Net Income 2021: $33,2522021Revenue 2022: $106,681Expenses 2022: $149,454Net Income 2022: -$42,7732022Revenue 2023: $145,121Expenses 2023: $155,157Net Income 2023: -$10,0362023Revenue 2024: $106,279Expenses 2024: $121,646Net Income 2024: -$15,3672024

Highlighted filing

2024

Revenue$106,279
Expenses$121,646
Net Income-$15,367

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.06$0.64$0.11$0.12$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.06$0.64$0.15$0.16$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.07$0.65$0.11$0.15$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.05$0.72$0.17$0.14$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.09$0.69$0.13$0.13$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.07$0.67$0.14$0.19$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.07$0.70$0.11$0.14$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.04$0.72$0.23$0.16$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.14$0.63$0.07$0.16$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.09$0.73$0.13$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.08$0.77$0.15$0.16$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.08$0.75$0.24$0.23$0.01
2012Summary only. Only limited summary data is available for this year.$0.97$0.15$0.82$0.20$0.23$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.24$0.80$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.21$0.85$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 3, 2025
Return Version
2024v5.1
Gross Receipts
$106,279
Mission and Program Overview

Mission

The Scottish Rite is devoted to the cause of Liberty, Equality, and Fraternity. To Establish righteousness and ordain mercy to protect the weak and combat all dogmas that would imprison the human spirit. Seek to cultivate in the hearts of men personal morality and the sentiment of tolerance and fraternity.

The Scottish Rite is devoted to the cause of Liberty, Equality, and Fraternity. To establish righteousness and ordain mercy to protect the weak and combat all dogmas that would imprison the human spirit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$466,424$465,895▼ $529
Accounts Receivable$167,893$164,321▼ $3,572
Cash and Non-Interest-Bearing Accounts$63,962$69,127▲ $5,165
Inventories for Sale or Use$5,900$5,900→ $0
Total Assets$704,179$705,243▲ $1,064
Liabilities
Deferred Revenue$42,111$39,290▼ $2,821
Accounts Payable and Accrued Expenses$21,461$24,837▲ $3,376
Total Liabilities$63,572$64,127▲ $555
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$640,607$641,116▲ $509
Total Net Assets Fund Balance$640,607$641,116▲ $509
Total Liabilities and Net Assets / Fund Balance$704,179$705,243▲ $1,064

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$28,552$28,552
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan GatlinOrator/Director
Paul CanalesCommander
Robert BruceJr. Warden
Jesse MedinaMaster of Kadosh
Joseph HelminiakSec/Venerable Master/Pres
Matthew W BrownSr. Warden
Jaime GarzaTreasurer
Charles KeeWise Master
Revenue and Support

Revenue Composition

Contributions and Grants
$98,405
Program Service Revenue
$3,300
Investment Income
$4,492
Other Revenue
$82
All Other Contributions
$440
Change in Net Assets
$-15,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,045
Salaries, Compensation, and Employee Benefits$40,601
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$37,656-$37,656
Occupancy-$30,000-$30,000
Office Expenses-$12,533-$12,533
Fees for Services Accounting-$12,360-$12,360
Conferences and Meetings$8,024--$8,024
Other Expenses$5,468--$5,468
All Other Expenses-$3,059-$3,059
Payroll Taxes-$2,945-$2,945
Insurance-$1,153-$1,153
Total Functional Expenses$21,940$99,706$0$121,646
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

This documentation will be provided in person or by written request made to the Secretary of the San Antonio Scottish Rite Bodies at 308 Ave E. San Antonio, TX 78205.

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

A draft version of the 990 forms and the related schedules are presented to the Executive Committee of the Lodge of Perfection, prior to finalizing and being filed to the IRS.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is regularly reviewed, monitored, and signed by members of the governing body.

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of Freemasonry Sa
EIN
74-0485600
Phone
2102220133
Address
C/O Sun Larson 10110 Sahara, SAN ANTONIO, TX 78216

Signing Officer

Name
Jaime Garza
Title
Officer
Phone
2102220133
Signed
2025-06-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Jaime Garza
Formed
1912
Legal Domicile
Sc
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Sun Larson CPA
Address
10110 SAHARA, SAN ANTONIO, TX 78216
Preparer
Sun Larson
Phone
2103480066
Raw XML Appendix347 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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IRS990/BooksInCareOfDetail/PhoneNum02102220133
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0308 AVE E
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078205
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt063962
IRS990/CashNonInterestBearingGrp/EOYAmt069127
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08024
IRS990/ConferencesMeetingsGrp/TotalAmt08024
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0106279
IRS990/DecisionsSubjectToApprovaInd0true
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IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt042111
IRS990/DeferredRevenueGrp/EOYAmt039290
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Community and fraternal activities
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Jaime Garza
IRS990/Form990PartVIISectionAGrp/PersonNm1Joseph Helminiak
IRS990/Form990PartVIISectionAGrp/PersonNm2Matthew W Brown
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Bruce
IRS990/Form990PartVIISectionAGrp/PersonNm4Charles Kee
IRS990/Form990PartVIISectionAGrp/PersonNm5Paul Canales
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IRS990/Form990PartVIISectionAGrp/PersonNm7Alan Gatlin
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Sec/Venerable Master/Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sr. Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt3Jr. Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt4Wise Master
IRS990/Form990PartVIISectionAGrp/TitleTxt5Commander
IRS990/Form990PartVIISectionAGrp/TitleTxt6Master of Kadosh
IRS990/Form990PartVIISectionAGrp/TitleTxt7Orator/Director
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028552
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This documentation will be provided in person or by written request made to the Secretary of the San Antonio Scottish Rite Bodies at 308 Ave E. San Antonio, TX 78205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A draft version of the 990 forms and the related schedules are presented to the Executive Committee of the Lodge of Perfection, prior to finalizing and being filed to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The conflict of interest policy is regularly reviewed, monitored, and signed by members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11a,b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0121646
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106279
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0704179
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0705243
IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0308 Ave E
IRS990/USAddress/CityNm0San Antonio
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078205
IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAIME GARZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02102220133
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SA
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0740485600
ReturnHeader/Filer/PhoneNum02102220133
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Sun Larson 10110 Sahara
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742979681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUN LARSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010110 SAHARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02103480066
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUN LARSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-03T10:45:48-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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