Civic Intelligence

Santa Rosa Lodge of Perfection 11

EIN 94-0283417 • 501(c)10 • Petaluma, CA

Profile

Benefits for members and guests

1150 N Mcdowell Blvd Suite 750543Petaluma, CA 94975

n/A

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-2.8%

Higher net margin than 29% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

6.3%

Faster asset growth than 60% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

225%

Faster revenue growth than 94% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,457,617

Up $146,216 (+6.3%) from 2023

Liabilities

Flat

$84

Flat from 2023

Net Assets

Up

$2,457,533

Up $146,216 (+6.3%) from 2023

Revenue

Up

$148,888

Up $103,021 (+225%) from 2023

Expenses

Up

$152,999

Up $4,172 (+2.8%) from 2023

Net Income

Up

-$4,111

Up $98,849 (+96%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,896,094Liabilities 2010: $0Net Assets 2010: $1,896,0942010Assets 2012: $1,972,098Liabilities 2012: $0Net Assets 2012: $1,972,0982012Assets 2013: $1,896,292Liabilities 2013: $968Net Assets 2013: $1,895,3242013Assets 2014: $1,887,883Liabilities 2014: $434Net Assets 2014: $1,887,4492014Assets 2015: $1,873,851Liabilities 2015: $0Net Assets 2015: $1,873,8512015Assets 2016: $1,869,103Liabilities 2016: $0Net Assets 2016: $1,869,1032016Assets 2017: $1,878,219Liabilities 2017: $0Net Assets 2017: $1,878,2192017Assets 2018: $1,853,232Liabilities 2018: $0Net Assets 2018: $1,853,2322018Assets 2019: $3,945,640Liabilities 2019: $0Net Assets 2019: $3,945,6402019Assets 2020: $2,391,922Liabilities 2020: $381Net Assets 2020: $2,391,5412020Assets 2021: $2,614,439Liabilities 2021: $0Net Assets 2021: $2,614,4392021Assets 2022: $2,255,080Liabilities 2022: $0Net Assets 2022: $2,255,0802022Assets 2023: $2,311,401Liabilities 2023: $84Net Assets 2023: $2,311,3172023Assets 2024: $2,457,617Liabilities 2024: $84Net Assets 2024: $2,457,5332024

Highlighted filing

2024

Assets$2,457,617
Liabilities$84
Net Assets$2,457,533

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $135,9692010Expenses 2012: $166,3222012Revenue 2013: $111,460Expenses 2013: $98,088Net Income 2013: $13,3722013Revenue 2014: $131,991Expenses 2014: $139,866Net Income 2014: -$7,8752014Revenue 2015: $137,116Expenses 2015: $150,714Net Income 2015: -$13,5982015Revenue 2016: $124,798Expenses 2016: $129,546Net Income 2016: -$4,7482016Revenue 2017: $117,605Expenses 2017: $131,887Net Income 2017: -$14,2822017Revenue 2018: $111,235Expenses 2018: $136,222Net Income 2018: -$24,9872018Revenue 2019: $2,743,177Expenses 2019: $650,769Net Income 2019: $2,092,4082019Revenue 2020: $43,507Expenses 2020: $67,632Net Income 2020: -$24,1252020Revenue 2021: $107,656Expenses 2021: $48,830Net Income 2021: $58,8262021Revenue 2022: $63,445Expenses 2022: $107,566Net Income 2022: -$44,1212022Revenue 2023: $45,867Expenses 2023: $148,827Net Income 2023: -$102,9602023Revenue 2024: $148,888Expenses 2024: $152,999Net Income 2024: -$4,1112024

Highlighted filing

2024

Revenue$148,888
Expenses$152,999
Net Income-$4,111

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.05$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.06$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.11$0.05$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.04$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$2.74$0.65$2.09
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.11$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12$0.13$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.14$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11$0.10$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$987,688
Mission and Program Overview

Mission

Benefits for members and guests

Fostering a community committed to personal growth and philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,273,334$2,408,931▲ $135,597
Cash and Non-Interest-Bearing Accounts$38,067$48,686▲ $10,619
Total Assets$2,311,401$2,457,617▲ $146,216
Liabilities
Accounts Payable and Accrued Expenses$84$84→ $0
Total Liabilities$84$84→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,311,317$2,457,533▲ $146,216
Total Net Assets Fund Balance$2,311,317$2,457,533▲ $146,216
Total Liabilities and Net Assets / Fund Balance$2,311,401$2,457,617▲ $146,216
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Eugene JeanneGeneral SecretaryPT$16,800$16,800
Jeffrey M SchlooAssistant SecretaryPT$8,400$8,400

Board Members and Trustees

NameTitle
Richard FonsecaPersonal Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$11,604
Program Service Revenue
$14,108
Investment Income
$122,497
Other Revenue
$679
All Other Contributions
$4,827
Change in Net Assets
$-4,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,977
Grants and Similar Amounts Paid$28,460
Salaries, Compensation, and Employee Benefits$27,562
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$28,460
Current Officers, Directors, Trustees, and Key Employees---$25,200
Occupancy---$13,100
Fees for Services Other---$3,073
Insurance---$2,796
Information Technology---$2,770
Fees for Services Accounting---$2,470
Payroll Taxes---$2,362
Office Expenses---$1,371
Other Expenses---$790
All Other Expenses---$187
Conferences and Meetings---$159
Total Functional Expenses$0$0$0$152,999
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scottish Rite of FreemasonryWashington, DC501(c)(10)Drive to Improve Its Archives$25,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
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 7A

178 members vote to elect members to be leadership positions.

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

178 members vote on important operational matters (e.g., acceptance of new members)

Form 990, Part VI, Section A, Line 8B

This question is not applicable since the organization does not have a committee with the authority to act on behalf of the board.

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

Cpa firm prepares form 990. The general secretary and the personal representative review the form before filing.

Form 990, Part VI, Section B, Line 12

The personal representative oversees which members may be employees and what functions such employees are to perform. We have not had incidents where the personal representative had to take action if an inappropriate activity were to take place. Only 2 persons are allowed to spend funds using the organization's moneys: the personal representative and the general secretary. All expenses and income are tabulated with receipts, and annual internal audits are conducted.

Form 990, Part VI, Section B, Line 15

The compensation for the 2 employees strictly & exclusively consists of a base salary which has been unchanged for several years and is not scheduled to change. The annual level stays unchanged but the hourly rate of pay is set to legally approved hourly wages for the city of santa rosa, ca. As hourly pay standards increase, the effective number of hours compensated is reduced.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
SANTA ROSA LODGE OF PERFECTION #11
EIN
94-0283417
Phone
7073382831
Address
1150 N MCDOWELL BLVD SUITE 750543, PETALUMA, CA 94975

Signing Officer

Name
Eugene Jeanne
Title
Secretary
Phone
7078545600
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eugene Jeanne
Formed
1905
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
2
Volunteers
177

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
Raw XML Appendix338 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt084
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt084
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FOSTERING A COMMUNITY COMMITTED TO PERSONAL GROWTH AND PHILANTHROPY.
IRS990/AllOtherContributionsAmt04827
IRS990/AllOtherExpensesGrp/TotalAmt0187
IRS990/BooksInCareOfDetail/PersonNm0EUGENE JEANNE
IRS990/BooksInCareOfDetail/PhoneNum07073382831
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 750543
IRS990/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094975
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt038067
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt025200
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0159
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011604
IRS990/CYGrantsAndSimilarPaidAmt028460
IRS990/CYInvestmentIncomeAmt0122497
IRS990/CYOtherExpensesAmt096977
IRS990/CYOtherRevenueAmt0679
IRS990/CYProgramServiceRevenueAmt014108
IRS990/CYRevenuesLessExpensesAmt0-4111
IRS990/CYSalariesCompEmpBnftPaidAmt027562
IRS990/CYTotalExpensesAmt0152999
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0148888
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE LODGE IS DELICATED FOSTERING A COMMUNITY COMMITTED TO PERSONAL GROWTH AND PHILANTHROPY. THROUGH VARIOUS PROGRAMS AND EDUCATIONAL RESOURCES, THE LOADGE AIMS TO SUPPORT ITS MEMBERS AND THE BROADER COMMUNITY. THE LODGE CONDUCTS MONTHLY BUSINESS MEETINGS AND DEVOTES 60% OF THEIR TIME IN MEMBER MEETINGS WHERE THEY DISCUSS ITS OPERATIONS AND CHARITABLE ACTIVITIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt02470
IRS990/FeesForServicesOtherGrp/TotalAmt03073
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0EUGENE JEANNE
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY M SCHLOO
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD FONSECA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0GENERAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PERSONAL REPRESENTATIVE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt050585
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028460
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0889385
IRS990/GrossReceiptsAmt0987688
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02770
IRS990/InsuranceGrp/TotalAmt02796
IRS990/InvestmentIncomeGrp/ExclusionAmt071912
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt071912
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02273334
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02408931
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0838800
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt06777
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE VALLEY OF SANTA ROSA OPERATES EXCLUSIVELY AS A SUBORDINATE ORGANIZATION OF THE SCOTTISH RITE OF FREEMASONRY, SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION, LOCATED IN WASHINGTON DC. OUR VALLEY IS A DOMESTIC FRATERNAL ORDER, WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt02311317
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0150327
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IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0VALLEY PROGRAMS
IRS990/OtherExpensesGrp/Desc1KITCHEN AND MEAL COSTS
IRS990/OtherExpensesGrp/Desc2GENERAL MEMBERSHIP
IRS990/OtherExpensesGrp/Desc3SUPREME COUNCIL TRANSAC
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc1CANDIDATE APPLICATIONS
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(10)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DRIVE TO IMPROVE ITS ARCHIVES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCOTTISH RITE OF FREEMASONRY
IRS990ScheduleI/RecipientTable/RecipientEIN0530152875
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01733 16TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020009
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS MUST MEEET ELIBILITY GUIDELINES BY SUBMITTED SUBSTANTIATING DOCUMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0178 MEMBERS VOTE TO ELECT MEMBERS TO BE LEADERSHIP POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1178 MEMBERS VOTE ON IMPORTANT OPERATIONAL MATTERS (E.G., ACCEPTANCE OF NEW MEMBERS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS QUESTION IS NOT APPLICABLE SINCE THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CPA FIRM PREPARES FORM 990. THE GENERAL SECRETARY AND THE PERSONAL REPRESENTATIVE REVIEW THE FORM BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PERSONAL REPRESENTATIVE OVERSEES WHICH MEMBERS MAY BE EMPLOYEES AND WHAT FUNCTIONS SUCH EMPLOYEES ARE TO PERFORM. WE HAVE NOT HAD INCIDENTS WHERE THE PERSONAL REPRESENTATIVE HAD TO TAKE ACTION IF AN INAPPROPRIATE ACTIVITY WERE TO TAKE PLACE. ONLY 2 PERSONS ARE ALLOWED TO SPEND FUNDS USING THE ORGANIZATION'S MONEYS: THE PERSONAL REPRESENTATIVE AND THE GENERAL SECRETARY. ALL EXPENSES AND INCOME ARE TABULATED WITH RECEIPTS, AND ANNUAL INTERNAL AUDITS ARE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION FOR THE 2 EMPLOYEES STRICTLY & EXCLUSIVELY CONSISTS OF A BASE SALARY WHICH HAS BEEN UNCHANGED FOR SEVERAL YEARS AND IS NOT SCHEDULED TO CHANGE. THE ANNUAL LEVEL STAYS UNCHANGED BUT THE HOURLY RATE OF PAY IS SET TO LEGALLY APPROVED HOURLY WAGES FOR THE CITY OF SANTA ROSA, CA. AS HOURLY PAY STANDARDS INCREASE, THE EFFECTIVE NUMBER OF HOURS COMPENSATED IS REDUCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SCOTTISH RITE OF FREEMASONRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530152875
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(8) & (C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEVOTE TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, ETC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01733 16TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020009
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02311401
IRS990/TotalAssetsEOYAmt02457617
IRS990/TotalAssetsGrp/BOYAmt02311401
IRS990/TotalAssetsGrp/EOYAmt02457617
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011604
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152999
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt084
IRS990/TotalLiabilitiesEOYAmt084
IRS990/TotalLiabilitiesGrp/BOYAmt084
IRS990/TotalLiabilitiesGrp/EOYAmt084
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02311317
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02457533
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt014108
IRS990/TotalReportableCompFromOrgAmt025200
IRS990/TotalRevenueGrp/ExclusionAmt0123176
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014108
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148888
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0177
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02311401
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02457617
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01150 N MCDOWELL BLVD SUITE 750543
IRS990/USAddress/CityNm0PETALUMA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094975
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0SANTAROSASCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE JEANNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07078545600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA ROSA LODGE OF PERFECTION #11
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0940283417
ReturnHeader/Filer/PhoneNum07073382831
ReturnHeader/Filer/USAddress/AddressLine1Txt01150 N MCDOWELL BLVD SUITE 750543
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094975
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951777440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN HASSON & JANKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 S FLOWER STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090017
ReturnHeader/PreparerPersonGrp/PhoneNum03108731600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIZBETH G NEVAREZ
ReturnHeader/ReturnTs02025-11-17T19:38:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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