Civic Intelligence

Ancient & Accepted Scottish Rite

990 • Fiscal year 2021 • EIN 94-0283417

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 27, 2022

Organization ProfileN/A
1150 N McDowell Blvd 75054Petaluma, CA 94975

(707) 854-5600

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Net Margin

73rd percentile

55%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$16,800

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

9.3%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

147%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$2,614,439

Up $222,517 (+9.3%) from 2020

Net Assets

Up

$2,614,439

Up $222,898 (+9.3%) from 2020

Liabilities

Down

$0

Down $381 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin73rd percentile

Revenue

Up

$107,656

Up $64,149 (+147%) from 2020

Expenses

Down

$48,830

Down $18,802 (-28%) from 2020

Net Income

Up

$58,826

Up $82,951 (+344%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2021

Assets$2,614,439
Liabilities$0
Net Assets$2,614,439
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

2021

Revenue$107,656
Expenses$48,830
Net Income$58,826
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 27, 2022
Return Version
2021v4.0
Gross Receipts
$368,039
Mission and Program Overview

Mission

Benefits for members and guests

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,312,163$2,564,191▲ $252,028
Cash and Non-Interest-Bearing Accounts$72,160$40,207▼ $31,953
Land, Buildings, and Equipment, Net$7,599$7,599→ $0
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,391,922$2,614,439▲ $222,517
Other Assets Total-$2,442-
Liabilities
Other Liabilities$381--
Total Liabilities$381$0▼ $381
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,391,541$2,614,439▲ $222,898
Total Net Assets Fund Balance$2,391,541$2,614,439▲ $222,898
Total Liabilities and Net Assets / Fund Balance$2,391,922$2,614,439▲ $222,517

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,599$1,267$8,866
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Larry L SchmidtSecretaryPT$16,800$16,800

Board Members and Trustees

NameTitle
Richard a FonsecaPersonal Repres
Eugene JeanneSecretary
Paul StathatosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,913
Program Service Revenue
$0
Investment Income
$88,743
Other Revenue
$0
All Other Contributions
$1,566
Change in Net Assets
$58,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,726
Salaries, Compensation, and Employee Benefits$17,104
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$16,800
All Other Expenses---$6,451
Other Expenses---$3,782
Insurance---$3,728
Fees for Services Accounting---$1,242
Grants to Domestic Orgs---$1,000
Payroll Taxes---$167
Other Salaries and Wages---$137
Total Functional Expenses$0$0$0$48,830
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-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Santa Rosa Lodge of Perfection 11
EIN
94-0283417
Phone
7078545600
Address
1150 N McDowell Blvd 75054, Petaluma, CA 94975

Signing Officer

Name
Eugene Jeanne
Title
Secretary
Signed
2022-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eugene Jeanne
Formed
1905
Legal Domicile
CA
Voting Board Members
201
Independent Board Members
201
Employees
2

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: Other Expenses

“BUILDING EXPENSES: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Education : Column (A) - Total = $1577; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“GENERAL MEMEBERSHIP: Column (A) - Total = $135; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Meals: Column (A) - Total = $55; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Misc Exp: Column (A) - Total = $1977; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Penalties: Column (A) - Total = $418; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Per Capita: Column (A) - Total = $504; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

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

Form 990, Part IX, Line 24E: Other Expenses

“TAX ASSESSMENT: Column (A) - Total = $310; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“VALLEY PROGRAMS: Column (A) - Total = $1100; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Prior Period Adjustment = $782”

Raw XML Appendix348 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/ActivityOrMissionDesc0BENEFITS FOR MEMBERS AND GUESTS
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt01566
IRS990/AllOtherExpensesGrp/TotalAmt06451
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Eugene Jeanne
IRS990/BooksInCareOfDetail/PhoneNum07078545600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 750543
IRS990/BooksInCareOfDetail/USAddress/CityNm0Petaluma
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094975
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt072160
IRS990/CashNonInterestBearingGrp/EOYAmt040207
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt016800
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt018913
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt088743
IRS990/CYOtherExpensesAmt030726
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt058826
IRS990/CYSalariesCompEmpBnftPaidAmt017104
IRS990/CYTotalExpensesAmt048830
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0107656
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0MAKES MEMBERS AND COMMUNITY BETTER CITIZENS WHICH IMPROVES COMMUNITY AS A WHOLE.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01242
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/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY L SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL STATHATOS
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD A FONSECA
IRS990/Form990PartVIISectionAGrp/PersonNm3Eugene Jeanne
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Personal Repres
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01241
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0201
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0261624
IRS990/GrossReceiptsAmt0368039
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0201
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03728
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt087502
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087502
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02312163
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02564191
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01267
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07599
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07599
IRS990/LandBldgEquipCostOrOtherBssAmt08866
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0260383
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt017347
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BENEFITS FOR MEMBERS AND GUESTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt02391541
IRS990/NetAssetsOrFundBalancesEOYAmt02614439
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01241
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01241
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0163290
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02391541
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02614439
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt02442
IRS990/OtherChangesInNetAssetsAmt0782
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Storage
IRS990/OtherExpensesGrp/Desc1REQUIRED EXPENSES
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS AND OPERATIONS
IRS990/OtherExpensesGrp/Desc3RENT
IRS990/OtherExpensesGrp/TotalAmt06480
IRS990/OtherExpensesGrp/TotalAmt14998
IRS990/OtherExpensesGrp/TotalAmt24045
IRS990/OtherExpensesGrp/TotalAmt33782
IRS990/OtherLiabilitiesGrp/BOYAmt0381
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0137
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt0167
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Eugene Jeanne
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034720
IRS990/PYInvestmentIncomeAmt08787
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt048706
IRS990/PYRevenuesLessExpensesAmt0-24125
IRS990/PYSalariesCompEmpBnftPaidAmt018926
IRS990/PYTotalExpensesAmt067632
IRS990/PYTotalRevenueAmt043507
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt058826
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07599
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01267
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08866
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07599
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUILDING EXPENSES: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Education : Column (A) - Total = $1577; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GENERAL MEMEBERSHIP: Column (A) - Total = $135; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meals: Column (A) - Total = $55; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc Exp: Column (A) - Total = $1977; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Penalties: Column (A) - Total = $418; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Per Capita: Column (A) - Total = $504; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SAFE DEPOSIT RENT: Column (A) - Total = $75; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAX ASSESSMENT: Column (A) - Total = $310; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11VALLEY PROGRAMS: Column (A) - Total = $1100; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prior Period Adjustment = $782
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02391922
IRS990/TotalAssetsEOYAmt02614439
IRS990/TotalAssetsGrp/BOYAmt02391922
IRS990/TotalAssetsGrp/EOYAmt02614439
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018913
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt048830
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0381
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0381
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02391541
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02614439
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt016800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088743
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107656
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02391922
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02614439
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01150 N McDowell Blvd 75054
IRS990/USAddress/CityNm0Petaluma
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094975
IRS990/VotingMembersGoverningBodyCnt0201
IRS990/VotingMembersIndependentCnt0201
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Eugene Jeanne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA ROSA LODGE OF PERFECTION 11
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0940283417
ReturnHeader/Filer/PhoneNum07078545600
ReturnHeader/Filer/USAddress/AddressLine1Txt01150 N McDowell Blvd 75054
ReturnHeader/Filer/USAddress/CityNm0Petaluma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094975
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/ReturnTs02022-10-27T12:04:16-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Eugene
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jeanne
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,614,439
Liabilities
$0
Net assets
$2,614,439
Revenue
$107,656
Expenses
$48,830
Net income
$58,826
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