Civic Intelligence

Ancient and Accepted Scottish Rite of Valley of San Francisco

990 • Fiscal year 2019 • EIN 94-0636087

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 02, 2020

Organization ProfileWWW.SFSCOTTISHRITE.COM
2850 19th AveSan Francisco, CA 94132

(415) 664-4701

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.02x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.09x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-178%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Asset Growth

35th percentile

1.9%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-20%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$4,522,590

Up $85,162 (+1.9%) from 2018

Net Assets

Up

$4,440,731

Up $65,531 (+1.5%) from 2018

Liabilities

Up

$81,859

Up $19,631 (+32%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin1st percentile

Revenue

Down

$75,435

Down $19,022 (-20%) from 2018

Expenses

Up

$210,072

Up $48,737 (+30%) from 2018

Net Income

Down

-$134,637

Down $67,759 (-101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,627,444Liabilities 2010: $0Net Assets 2010: $7,627,4442010Assets 2011: $7,057,383Liabilities 2011: $0Net Assets 2011: $7,057,3832011Assets 2012: $6,781,974Liabilities 2012: $9,678Net Assets 2012: $6,772,2962012Assets 2013: $6,573,293Liabilities 2013: $9,513Net Assets 2013: $6,563,7802013Assets 2014: $6,112,939Liabilities 2014: $160Net Assets 2014: $6,112,7792014Assets 2015: $5,456,852Liabilities 2015: $10,502Net Assets 2015: $5,446,3502015Assets 2016: $5,169,712Liabilities 2016: $18,472Net Assets 2016: $5,151,2402016Assets 2017: $5,003,746Liabilities 2017: $28,591Net Assets 2017: $4,975,1552017Assets 2018: $4,437,428Liabilities 2018: $62,228Net Assets 2018: $4,375,2002018Assets 2019: $4,522,590Liabilities 2019: $81,859Net Assets 2019: $4,440,7312019

Highlighted filing

2019

Assets$4,522,590
Liabilities$81,859
Net Assets$4,440,731
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $332,779Expenses 2010: $888,526Net Income 2010: -$555,7472010Revenue 2011: $362,459Expenses 2011: $929,348Net Income 2011: -$566,8892011Revenue 2012: $427,802Expenses 2012: $856,518Net Income 2012: -$428,7162012Revenue 2013: $361,357Expenses 2013: $874,597Net Income 2013: -$513,2402013Revenue 2014: $462,258Expenses 2014: $968,196Net Income 2014: -$505,9382014Revenue 2015: $455,973Expenses 2015: $871,749Net Income 2015: -$415,7762015Revenue 2016: $383,953Expenses 2016: $698,302Net Income 2016: -$314,3492016Revenue 2017: $80,658Expenses 2017: $256,743Net Income 2017: -$176,0852017Revenue 2018: $94,457Expenses 2018: $161,335Net Income 2018: -$66,8782018Revenue 2019: $75,435Expenses 2019: $210,072Net Income 2019: -$134,6372019

Highlighted filing

2019

Revenue$75,435
Expenses$210,072
Net Income-$134,637
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 2, 2020
Return Version
2019v5.1
Gross Receipts
$75,435
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,520,162$2,520,162→ $0
Investments in Publicly Traded Securities$1,195,194$1,295,209▲ $100,015
Land, Buildings, and Equipment, Net$663,620$621,676▼ $41,944
Cash and Non-Interest-Bearing Accounts$30,038$75,477▲ $45,439
Savings and Temporary Cash Investments$7,047$4,678▼ $2,369
Accounts Receivable$6,935$3,956▼ $2,979
Total Assets$4,437,428$4,522,590▲ $85,162
Other Assets Total$14,432$1,432▼ $13,000
Liabilities
Other Liabilities$62,228$81,859▲ $19,631
Total Liabilities$62,228$81,859▲ $19,631
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,219,748$4,267,631▲ $47,883
Net Assets With Donor Restrictions$155,452$173,100▲ $17,648
Total Net Assets Fund Balance$4,375,200$4,440,731▲ $65,531
Total Liabilities and Net Assets / Fund Balance$4,437,428$4,522,590▲ $85,162

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$599,151$1,236,889$1,836,040
Other Land Buildings$20,041$492,766$512,807
Equipment$2,484$53,596$56,080
Other Securities$2,520,162--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$148,405$1,000▲ $31,132$7,437$173,100
2018$200,343$1,680▼ $53,618-$148,405
2017$209,038$1,200▲ $778$10,673$200,343
2016$211,033--$1,995$209,038
2015$201,500$16,917▲ $332$7,716$211,033
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Richard GentschelAlmoner
Edmond M LimAssistant to the Personal
Michael BalopoulosAssistant to the Personal
Barrie R CoppChaplain
Michael a SalazarGeneral Secretary
Richard J ModoloPersonal Representative of
Albert S CuaTiler
Steven CheechovTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,695
Program Service Revenue
$0
Investment Income
$50,549
Other Revenue
$191
Change in Net Assets
$-134,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,463
Salaries, Compensation, and Employee Benefits$62,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$57,822
Depreciation Depletion---$41,944
Office Expenses---$21,240
Insurance---$14,797
Conferences and Meetings---$8,171
Other Expenses---$4,904
Payroll Taxes---$4,787
Occupancy---$3,861
All Other Expenses---$1,073
Total Functional Expenses$0$0$0$210,072
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
Due to California Scottish Rite Foundation$39,969
Due to Scholarship Fund$28,405
Due to Orient Fund$4,449
Due to Almoners Fund$4,351
Due to Life Membership Fund$3,880
Due to Others$805
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
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 of officers. Any member wishing to exercise their voting rights must be present at the business meeting. No mail in votes or voting by proxy is permitted.”

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

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

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

“A full and complete copy of the federal form 990 and california form 199 is provided to the governing body for review and comment prior to filing through use of a secure internet portal and printed copies.”

Form 990, Part VI, Section C, Line 18

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite of
EIN
94-0636087
Phone
4156644701
Address
2850 19TH AVE, SAN FRANCISCO, CA 94132

Signing Officer

Name
Richard J Modolo
Title
Personal Representative of the Sgig
Phone
4156644701
Signed
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard J Modolo
Formed
1868
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
15

Preparer

Firm
Salazar Accountancy Corporation
Address
120 VANTIS DR STE 300, ALISO VIEJO, CA 92656
Preparer
Arthur L Salazar
Phone
9498291626
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0209038
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01995
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0201500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016917
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0211033
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0332
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt07716
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02484
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053596
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt056080
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020041
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0492766
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0512807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04351
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt139969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt228405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt43880
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5805
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ALMONERS FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO CALIFORNIA SCOTTISH RITE FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO SCHOLARSHIP FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO ORIENT FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DUE TO LIFE MEMBERSHIP FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5DUE TO OTHERS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02520162
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN SCOTTISH RITE TEMPLE ASSOCIATION OF SAN FRANCISCO
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.96000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0621676
IRS990ScheduleD/TotalBookValueSecuritiesAmt02520162
IRS990ScheduleD/TotalLiabilityAmt081859
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 OF OFFICERS. ANY MEMBER WISHING TO EXERCISE THEIR VOTING RIGHTS MUST BE PRESENT AT THE BUSINESS MEETING. NO MAIL IN VOTES OR VOTING BY PROXY IS PERMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DECISIONS OF THE OFFICERS MUST BE APPROVED OR RATIFIED BY SIMPLE MAJORITY APPROVAL OF ALL MEMBERS PRESENT AT EACH MONTHLY BUSINESS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A FULL AND COMPLETE COPY OF THE FEDERAL FORM 990 AND CALIFORNIA FORM 199 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW AND COMMENT PRIOR TO FILING THROUGH USE OF A SECURE INTERNET PORTAL AND PRINTED COPIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE KEPT ON FILE BY THE GENERAL SECRETARY AND AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE KEPT ON FILE BY THE GENERAL SECRETARY AND AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940850340
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO HOLD TITLE TO REAL PROPERTY FOR THE BENEFIT OF ANCIENT AND ACCEPTED SCOTT
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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
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IRS990/TotalAssetsGrp/BOYAmt04437428
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IRS990/TotalGrossUBIAmt00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J MODOLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PERSONAL REPRESENTATIVE OF THE SGIG
ReturnHeader/BusinessOfficerGrp/PhoneNum04156644701
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-02
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ReturnHeader/FilingSecurityInformation/IPTm016:33:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822638255
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALISO VIEJO
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,522,590
Liabilities
$81,859
Net assets
$4,440,731
Revenue
$75,435
Expenses
$210,072
Net income
-$134,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.52$0.08$4.44$0.08$0.21$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.06$4.38$0.09$0.16$0.07
2017Summary only. Only limited summary data is available for this year.$5.00$0.03$4.98$0.08$0.26$0.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.02$5.15$0.38$0.70$0.31
2015Detailed filing. Detailed filing data is available for this year.$5.46$0.01$5.45$0.46$0.87$0.42
2014Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.46$0.97$0.51
2013Summary only. Only limited summary data is available for this year.$6.57$0.01$6.56$0.36$0.87$0.51
2012Summary only. Only limited summary data is available for this year.$6.78$0.01$6.77$0.43$0.86$0.43
2011Summary only. Only limited summary data is available for this year.$7.06$0.00$7.06$0.36$0.93$0.57
2010Summary only. Only limited summary data is available for this year.$7.63$0.00$7.63$0.33$0.89$0.56