Civic Intelligence

Ancient & Accepted Scottish Rite of the Valley of Sacramento

990 • Fiscal year 2018 • EIN 94-0850290

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

75th percentile

0.03x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.33x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Net Margin

53rd percentile

12%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$16,800

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Asset Growth

9th percentile

-10%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$2,775,968

Down $316,399 (-10%) from 2017

Net Assets

Down

$2,692,906

Down $320,842 (-11%) from 2017

Liabilities

Up

$83,062

Up $4,443 (+5.7%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin53rd percentile

Revenue

Down

$249,076

Down $79,199 (-24%) from 2017

Expenses

Down

$218,179

Down $1,344 (-0.6%) from 2017

Net Income

Down

$30,897

Down $77,855 (-72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$2,775,968
Liabilities$83,062
Net Assets$2,692,906
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$249,076
Expenses$218,179
Net Income$30,897
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$307,309
Mission and Program Overview

Mission

Fraternal Organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,939,775$1,728,355▼ $211,420
Savings and Temporary Cash Investments$142,825$121,655▼ $21,170
Accounts Receivable$13,906$16,721▲ $2,815
Inventories for Sale or Use$5,910$5,910→ $0
Cash and Non-Interest-Bearing Accounts-$3,317-
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$3,092,367$2,775,968▼ $316,399
Other Assets Total$989,951$900,010▼ $89,941
Liabilities
Deferred Revenue$56,515$61,563▲ $5,048
Grants Payable$17,010$20,500▲ $3,490
Accounts Payable and Accrued Expenses$5,094$999▼ $4,095
Total Liabilities$78,619$83,062▲ $4,443
Net Assets / Fund Balance
Unrestricted Net Assets$2,258,255$2,040,961▼ $217,294
Temporarily Rstr Net Assets$755,493$651,945▼ $103,548
Total Net Assets Fund Balance$3,013,748$2,692,906▼ $320,842
Total Liabilities and Net Assets / Fund Balance$3,092,367$2,775,968▼ $316,399

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$74,910$3,000--$77,910
2017$74,910---$74,910
2016$74,910---$74,910
2015$74,910---$74,910
2014$72,510$2,400--$74,910
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
David AndersonSecretaryPT$16,800$16,800

Board Members and Trustees

NameTitle
Frank LouiDeputy SGIG
Anthony RussellOfficer
Jeff DavidsonOfficer
Scott MorrisonOfficer
Mario BalbianiPersonal Rep
Jeffrey R BornTreasurer
Joseph DongoVen. Master
Revenue and Support

Revenue Composition

Contributions and Grants
$133,392
Program Service Revenue
$0
Investment Income
$98,032
Other Revenue
$17,652
All Other Contributions
$13,829
Change in Net Assets
$30,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,641
Salaries, Compensation, and Employee Benefits$50,538
Grants and Similar Amounts Paid$33,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$33,000
Payments to Affiliates---$23,669
Occupancy---$22,212
Other Salaries and Wages---$19,710
Current Officers, Directors, Trustees, and Key Employees---$16,800
All Other Expenses---$16,743
Other Employee Benefits---$10,250
Fees for Service Investment Mgmnt Fees---$9,416
Other Expenses---$8,516
Office Expenses---$4,283
Payroll Taxes---$3,778
Fees for Services Other---$3,744
Insurance---$3,719
Travel---$2,470
Total Functional Expenses$0$0$0$218,179
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,399
Fundraising Direct Expenses$9,099
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$24,819$24,819$102$24,717
Total Events$24,819$24,819$8,858$15,961
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
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 1,100 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
2019-11-15

Organization Details

Formed
1911
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
3
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 = -$89941”

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 495 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.

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IRS990/OtherExpensesGrp/TotalAmt112763
IRS990/OtherExpensesGrp/TotalAmt211200
IRS990/OtherExpensesGrp/TotalAmt38516
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01352
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01352
IRS990/OtherRevenueTotalAmt01352
IRS990/OtherSalariesAndWagesGrp/TotalAmt019710
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt023669
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt03778
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0137495
IRS990/PYGrantsAndSimilarPaidAmt031000
IRS990/PYInvestmentIncomeAmt0182278
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0139566
IRS990/PYOtherRevenueAmt08502
IRS990/PYRevenuesLessExpensesAmt0108752
IRS990/PYSalariesCompEmpBnftPaidAmt048957
IRS990/PYTotalExpensesAmt0219523
IRS990/PYTotalRevenueAmt0328275
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt030897
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0142825
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0121655
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AdditionsDuringYearAmt014
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt044316
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt074910
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt077910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt074910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt074910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt074910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt074910
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt074910
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt074910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072510
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt074910
IRS990ScheduleD/DistributionsDuringYearAmt02220
IRS990ScheduleD/EndingBalanceAmt042110
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
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/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0900010
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08858
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08156
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024819
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015961
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0102
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt130000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATION AWARDS-PUBLIC SCHOOL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt111
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS APPROXIMATELY 1,100 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 = -$89941
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
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)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TITLE HOLDING COMPANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PHILANTHROPIC ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2FRATERNAL ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 19497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12100 N BROADWAY STE350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21733 16TH STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA ANNA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0958190497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192706
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd220009

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,775,968
Liabilities
$83,062
Net assets
$2,692,906
Revenue
$249,076
Expenses
$218,179
Net income
$30,897
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