Civic Intelligence

Ancient & Accepted Scottish Rite of the Valley of Sacramento

990 • Fiscal year 2016 • EIN 94-0850290

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
PO Box 19497Sacramento, CA 95819

(916) 452-5881

Siviq Scores

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

Liabilities / Assets

74th percentile

0.03x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.21x

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

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Net Margin

66th percentile

19%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$12,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

2.1%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

34%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,944,500

Up $59,426 (+2.1%) from 2015

Net Assets

Up

$2,864,882

Up $80,172 (+2.9%) from 2015

Liabilities

Down

$79,618

Down $20,746 (-21%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin66th percentile

Revenue

Up

$381,168

Up $97,264 (+34%) from 2015

Expenses

Down

$309,421

Down $21,371 (-6.5%) from 2015

Net Income

Up

$71,747

Up $118,635 (+253%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,141,529Liabilities 2011: $536,811Net Assets 2011: $2,604,7182011Assets 2012: $2,824,531Liabilities 2012: $96,967Net Assets 2012: $2,727,5642012Assets 2013: $3,011,094Liabilities 2013: $101,536Net Assets 2013: $2,909,5582013Assets 2014: $3,058,047Liabilities 2014: $87,824Net Assets 2014: $2,970,2232014Assets 2015: $2,885,074Liabilities 2015: $100,364Net Assets 2015: $2,784,7102015Assets 2016: $2,944,500Liabilities 2016: $79,618Net Assets 2016: $2,864,8822016Assets 2017: $3,092,367Liabilities 2017: $78,619Net Assets 2017: $3,013,7482017Assets 2018: $2,775,968Liabilities 2018: $83,062Net Assets 2018: $2,692,9062018Assets 2019: $3,129,061Liabilities 2019: $96,982Net Assets 2019: $3,032,0792019Assets 2020: $3,174,036Liabilities 2020: $92,592Net Assets 2020: $3,081,4442020Assets 2021: $3,686,380Liabilities 2021: $95,686Net Assets 2021: $3,590,6942021Assets 2022: $3,110,819Liabilities 2022: $72,987Net Assets 2022: $3,037,8322022Assets 2023: $3,355,559Liabilities 2023: $98,568Net Assets 2023: $3,256,9912023

Highlighted filing

2016

Assets$2,944,500
Liabilities$79,618
Net Assets$2,864,882
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$200K$0-$200KRevenue 2011: $235,882Expenses 2011: $304,239Net Income 2011: -$68,3572011Revenue 2012: $332,177Expenses 2012: $327,169Net Income 2012: $5,0082012Revenue 2013: $324,433Expenses 2013: $333,839Net Income 2013: -$9,4062013Revenue 2014: $348,411Expenses 2014: $296,852Net Income 2014: $51,5592014Revenue 2015: $283,904Expenses 2015: $330,792Net Income 2015: -$46,8882015Revenue 2016: $381,168Expenses 2016: $309,421Net Income 2016: $71,7472016Revenue 2017: $328,275Expenses 2017: $219,523Net Income 2017: $108,7522017Revenue 2018: $249,076Expenses 2018: $218,179Net Income 2018: $30,8972018Revenue 2019: $130,403Expenses 2019: $205,251Net Income 2019: -$74,8482019Revenue 2020: $265,393Expenses 2020: $169,119Net Income 2020: $96,2742020Revenue 2021: $211,546Expenses 2021: $181,774Net Income 2021: $29,7722021Revenue 2022: $230,300Expenses 2022: $223,340Net Income 2022: $6,9602022Revenue 2023: $224,170Expenses 2023: $245,775Net Income 2023: -$21,6052023

Highlighted filing

2016

Revenue$381,168
Expenses$309,421
Net Income$71,747
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$628,105
Mission and Program Overview

Mission

Fraternal Organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,560,177$1,678,224▲ $118,047
Savings and Temporary Cash Investments$152,745$164,297▲ $11,552
Accounts Receivable$18,294$15,634▼ $2,660
Inventories for Sale or Use$6,210$5,910▼ $300
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,885,074$2,944,500▲ $59,426
Other Assets Total$1,147,648$1,080,435▼ $67,213
Liabilities
Deferred Revenue$76,110$51,067▼ $25,043
Accounts Payable and Accrued Expenses$8,754$14,541▲ $5,787
Grants Payable$15,500$14,010▼ $1,490
Total Liabilities$100,364$79,618▼ $20,746
Net Assets / Fund Balance
Unrestricted Net Assets$2,118,926$2,150,180▲ $31,254
Temporarily Rstr Net Assets$665,784$714,702▲ $48,918
Total Net Assets Fund Balance$2,784,710$2,864,882▲ $80,172
Total Liabilities and Net Assets / Fund Balance$2,885,074$2,944,500▲ $59,426

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$74,910---$74,910
2015$74,910---$74,910
2014$72,510$2,400--$74,910
2013$72,510---$72,510
2012$72,510---$72,510
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David AndersonSecretaryPT$12,000$12,000

Board Members and Trustees

NameTitle
Frank LouiDeputy SGIG
Joseph CarlsonOfficer
Robert KonseskyOfficer
Robert MorrisonOfficer
Fred L SorsabalPersonal Rep
Jeffrey R BornTreasurer
Michael TitusVen. Master
Revenue and Support

Revenue Composition

Contributions and Grants
$163,243
Program Service Revenue
$96,733
Investment Income
$92,578
Other Revenue
$28,614
All Other Contributions
$18,938
Change in Net Assets
$71,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,521
Salaries, Compensation, and Employee Benefits$134,900
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$101,052
Grants to Domestic Individuals---$30,000
Occupancy---$29,620
Payments to Affiliates---$26,003
All Other Expenses---$20,932
Current Officers, Directors, Trustees, and Key Employees---$12,000
Payroll Taxes---$11,598
Other Employee Benefits---$10,250
Fees for Service Investment Mgmnt Fees---$8,260
Other Expenses---$6,799
Office Expenses---$1,209
Fees for Services Legal---$372
Travel---$194
Total Functional Expenses$0$0$0$309,421
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,117
Fundraising Direct Expenses$12,453
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Csrf Golf Tournamnet$20,935$20,935$805$20,130
Crab Feed$17,520$17,520-$17,520
Total Events$38,455$38,455$12,154$26,301
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Organization has approximately 1,300 members.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members elect officers in january of each year.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Sovereign grand inspector general has final say on all votes.”

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

“Tax return is reviewed by the secretary and treasurer”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All officers are to provide a written description of any conflict they have with the organization, contractors, or any other entity having a business relationship with the organization.”

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

“Documents are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of the
EIN
94-0850290
Phone
9164525881
Address
PO BOX 19497, SACRAMENTO, CA 95819

Signing Officer

Name
Jeffrey R Born
Title
Treasurer
Signed
2017-11-14

Organization Details

Formed
1911
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
9
Volunteers
50
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“501(c)(2) SUBSIDIARY LOSS - 94-0850320 SEPARATE FILING = -$67212”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Inclusion of ksa sr club equity-beginning of yr = $5193”

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“The organization is Trustee of the ASA Schell Trust Fund operating under a fiduciary agreement to maintain the trust assets to provide for the costs of acquiring, maintaining, additional engraving, and the perpetual care of marble and granite plaques reflecting awarded honors and the Officers of the Sacramento Scottish Rite Bodies.”

Raw XML AppendixShowing 400 of 515 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/AccountsPayableAccrExpnssGrp/BOYAmt08754
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014541
IRS990/AccountsReceivableGrp/BOYAmt018294
IRS990/AccountsReceivableGrp/EOYAmt015634
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Fraternal Organization
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt018938
IRS990/AllOtherExpensesGrp/TotalAmt020932
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DAVID ANDERSON
IRS990/BooksInCareOfDetail/PhoneNum09164525881
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06151 H ST SACTO CA
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095819
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0163243
IRS990/CYGrantsAndSimilarPaidAmt030000
IRS990/CYInvestmentIncomeAmt092578
IRS990/CYOtherExpensesAmt0144521
IRS990/CYOtherRevenueAmt028614
IRS990/CYProgramServiceRevenueAmt096733
IRS990/CYRevenuesLessExpensesAmt071747
IRS990/CYSalariesCompEmpBnftPaidAmt0134900
IRS990/CYTotalExpensesAmt0309421
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0381168
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt076110
IRS990/DeferredRevenueGrp/EOYAmt051067
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FOSTERING MEMBERSHIP BROTHERHOOD, SUPPORT OF CA SCOTTISH RITE FOUNDATION & SCOTTISH RITE LANGUAGE CLINCS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt0372
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08260
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt116.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY R BORN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL TITUS
IRS990/Form990PartVIISectionAGrp/PersonNm3FRED L SORSABAL
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT KONSESKY
IRS990/Form990PartVIISectionAGrp/PersonNm7FRANK LOUI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt112000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2VEN. MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PERSONAL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt4OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7Deputy SGIG
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01911
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt012453
IRS990/FundraisingGrossIncomeAmt039117
IRS990/GainOrLossGrp/SecuritiesAmt057657
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt015500
IRS990/GrantsPayableGrp/EOYAmt014010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt030000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0292141
IRS990/GrossReceiptsAmt0628105
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06210
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05910
IRS990/InvestmentIncomeGrp/ExclusionAmt034921
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034921
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01560177
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01678224
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0234484
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0144305
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Fraternal Organization
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02784710
IRS990/NetAssetsOrFundBalancesEOYAmt02864882
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt057657
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt057657
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026664
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026664
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt070444
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt029620
IRS990/OfficeExpensesGrp/TotalAmt01209
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01147648
IRS990/OtherAssetsTotalGrp/EOYAmt01080435
IRS990/OtherChangesInNetAssetsAmt0-62019
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010250
IRS990/OtherExpensesGrp/Desc0SPECIAL ACTIVITIES
IRS990/OtherExpensesGrp/Desc1TEMPORARY EMPLOYEMENT AGENCY
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/TotalAmt021993
IRS990/OtherExpensesGrp/TotalAmt118108
IRS990/OtherExpensesGrp/TotalAmt211031
IRS990/OtherExpensesGrp/TotalAmt36799
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01950
IRS990/OtherRevenueTotalAmt01950
IRS990/OtherSalariesAndWagesGrp/TotalAmt0101052
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt026003
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt011598
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096733
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0152497
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt034000
IRS990/PYInvestmentIncomeAmt018276
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0153798
IRS990/PYOtherRevenueAmt012968
IRS990/PYProgramServiceRevenueAmt0100163
IRS990/PYRevenuesLessExpensesAmt0-46888
IRS990/PYSalariesCompEmpBnftPaidAmt0142994
IRS990/PYTotalExpensesAmt0330792
IRS990/PYTotalRevenueAmt0283904
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt071747
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0152745
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0164297
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AdditionsDuringYearAmt013
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt044290
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt074910
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt074910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt074910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt074910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt072510
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt074910
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt072510
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt072510
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072510
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt072510
IRS990ScheduleD/EndingBalanceAmt044303
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization is Trustee of the ASA Schell Trust Fund operating under a fiduciary agreement to maintain the trust assets to provide for the costs of acquiring, maintaining, additional engraving, and the perpetual care of marble and granite plaques reflecting awarded honors and the Officers of the Sacramento Scottish Rite Bodies.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01080435
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0175
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0175
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012154
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CSRF GOLF TOURNAMNET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06477
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038455
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0805
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0805
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04697
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04697
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt126000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATION AWARDS-PUBLIC SCHOOL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt19
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS APPROXIMATELY 1,300 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT OFFICERS IN JANUARY OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOVEREIGN GRAND INSPECTOR GENERAL HAS FINAL SAY ON ALL VOTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX RETURN IS REVIEWED BY THE SECRETARY AND TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OFFICERS ARE TO PROVIDE A WRITTEN DESCRIPTION OF ANY CONFLICT THEY HAVE WITH THE ORGANIZATION, CONTRACTORS, OR ANY OTHER ENTITY HAVING A BUSINESS RELATIONSHIP WITH THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6501(c)(2) SUBSIDIARY LOSS - 94-0850320 SEPARATE FILING = -$67212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INCLUSION OF KSA SR CLUB EQUITY-BEGINNING OF YR = $5193
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SCOTTISH RITE TEMPLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CALIFORNIA SCOTTISH RITE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SUPREME COUNCIL A&A SCOTTISH RITE SJ USA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940850320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1946078728
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2530152875
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,944,500
Liabilities
$79,618
Net assets
$2,864,882
Revenue
$381,168
Expenses
$309,421
Net income
$71,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.10$3.26$0.22$0.25$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.07$3.04$0.23$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.10$3.59$0.21$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.09$3.08$0.27$0.17$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.10$3.03$0.13$0.21$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.08$2.69$0.25$0.22$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.09$0.08$3.01$0.33$0.22$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.08$2.86$0.38$0.31$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.10$2.78$0.28$0.33$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.09$2.97$0.35$0.30$0.05
2013Summary only. Only limited summary data is available for this year.$3.01$0.10$2.91$0.32$0.33$0.01
2012Summary only. Only limited summary data is available for this year.$2.82$0.10$2.73$0.33$0.33$0.01
2011Summary only. Only limited summary data is available for this year.$3.14$0.54$2.60$0.24$0.30$0.07