Civic Intelligence

Ancient & Accepted Scottish Rite of Free San Jose Scottish Rite Bodies

990 • Fiscal year 2015 • EIN 94-0850310

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

Organization Profilewww.sanjosescottishrite.org
2455 Masonic DrSan Jose, CA 95125

(408) 978-7483

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.00x

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

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$12,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-9.0%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$282,835

Down $27,950 (-9.0%) from 2014

Net Assets

Down

$282,835

Down $27,950 (-9.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin12th percentile

Revenue

Down

$60,558

Down $25,633 (-30%) from 2014

Expenses

Up

$84,438

Up $16,900 (+25%) from 2014

Net Income

Down

-$23,880

Down $42,533 (-228%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $340,244Liabilities 2010: $4,115Net Assets 2010: $336,1292010Assets 2011: $311,440Liabilities 2011: $0Net Assets 2011: $311,4402011Assets 2012: $311,348Liabilities 2012: $0Net Assets 2012: $311,3482012Assets 2013: $308,518Liabilities 2013: $0Net Assets 2013: $308,5182013Assets 2014: $310,785Liabilities 2014: $0Net Assets 2014: $310,7852014Assets 2015: $282,835Liabilities 2015: $0Net Assets 2015: $282,8352015Assets 2016: $305,115Liabilities 2016: $0Net Assets 2016: $305,1152016Assets 2017: $325,801Liabilities 2017: $847Net Assets 2017: $324,9542017Assets 2018: $301,204Liabilities 2018: $1,341Net Assets 2018: $299,8632018Assets 2019: $338,477Liabilities 2019: $1,584Net Assets 2019: $336,8932019Assets 2020: $368,828Liabilities 2020: $1,213Net Assets 2020: $367,6152020Assets 2021: $399,291Liabilities 2021: $525Net Assets 2021: $398,7662021Assets 2022: $365,290Liabilities 2022: $1,492Net Assets 2022: $363,7982022Assets 2023: $363,477Liabilities 2023: $29Net Assets 2023: $363,4482023Assets 2024: $374,075Liabilities 2024: $1,571Net Assets 2024: $372,5042024

Highlighted filing

2015

Assets$282,835
Liabilities$0
Net Assets$282,835
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $98,6612010Revenue 2011: $95,010Expenses 2011: $75,406Net Income 2011: $19,6042011Revenue 2012: $78,291Expenses 2012: $83,883Net Income 2012: -$5,5922012Revenue 2013: $74,245Expenses 2013: $77,462Net Income 2013: -$3,2172013Revenue 2014: $86,191Expenses 2014: $67,538Net Income 2014: $18,6532014Revenue 2015: $60,558Expenses 2015: $84,438Net Income 2015: -$23,8802015Revenue 2016: $68,126Expenses 2016: $70,557Net Income 2016: -$2,4312016Revenue 2017: $108,473Expenses 2017: $112,329Net Income 2017: -$3,8562017Revenue 2018: $88,624Expenses 2018: $86,283Net Income 2018: $2,3412018Revenue 2019: $94,925Expenses 2019: $80,670Net Income 2019: $14,2552019Revenue 2020: $97,935Expenses 2020: $70,855Net Income 2020: $27,0802020Revenue 2021: $98,603Expenses 2021: $75,952Net Income 2021: $22,6512021Revenue 2022: $71,290Expenses 2022: $75,497Net Income 2022: -$4,2072022Revenue 2023: $64,884Expenses 2023: $78,803Net Income 2023: -$13,9192023Revenue 2024: $89,041Expenses 2024: $77,755Net Income 2024: $11,2862024

Highlighted filing

2015

Revenue$60,558
Expenses$84,438
Net Income-$23,880
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.0
Gross Receipts
$312,125
Mission and Program Overview

Mission

A fraternal organization to enhance and enrich the lives of its members, their families, and their communities, to inspire its members to higher standards of moral and ethical conduct, and to promote the belief in the brotherhood of man.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$249,451$237,070▼ $12,381
Cash and Non-Interest-Bearing Accounts$45,400$30,675▼ $14,725
Prepaid Expenses and Deferred Charges$14,084$13,240▼ $844
Inventories for Sale or Use$1,850$1,850→ $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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$310,785$282,835▼ $27,950
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$233,055$203,798▼ $29,257
Temporarily Rstr Net Assets$77,730$79,037▲ $1,307
Total Net Assets Fund Balance$310,785$282,835▼ $27,950
Total Liabilities and Net Assets / Fund Balance$310,785$282,835▼ $27,950

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$51,943$51,943
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Henry a VlcekSecretaryPT$12,000$12,000

Board Members and Trustees

NameTitle
Kenneth G NagelPresident
Richard a MeyersVice President
David KnappDirector
Harold LeisterDirector
Jack HarrisDirector
Richard FisherDirector
Randy DowneyCommander
Gregg HallMaster Kadosh
James ArnoldTreasurer
Joseph Da SilvaVenerable Maste
Wolfgang LochnerWise Master
Revenue and Support

Revenue Composition

Contributions and Grants
$2,671
Program Service Revenue
$64,064
Investment Income
$-6,177
Other Revenue
$0
All Other Contributions
$2,671
Change in Net Assets
$-23,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,116
Salaries, Compensation, and Employee Benefits$12,000
Grants and Similar Amounts Paid$315
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$17,007--$17,007
Payments to Affiliates$16,371--$16,371
Current Officers, Directors, Trustees, and Key Employees$12,000--$12,000
Occupancy$9,600$2,400-$12,000
Fees for Services Accounting-$2,500-$2,500
Fees for Service Investment Mgmnt Fees-$2,253-$2,253
Other Expenses$689--$689
All Other Expenses$539--$539
Grants to Domestic Individuals$315--$315
Total Functional Expenses$77,285$7,153$0$84,438
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
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
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization maintains fraternal members.”

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

“The board reviewed the draft of the form 990 for comment, editing, and approval. Upon board approval the form 990 was finalized for signing, and each board member received a copy of the final return before filing.”

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

“The conflict of interest policy is provided to all new hires and are required to sign a statement agreeing to the policy. The statement is maintained in the personnel file. The conflict of interest policy is reviewed with each employee at the time of their performance review.all board members are required to sign a statement agreeing to the conflict of interest policy upon election to the board of directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation is determined annually during the budgeting process. Employees received routine reviews and their salary is adjusted based on merit and budgetary considerations. All salaries for all employees are approved by the board during the budgetary process.”

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

“All such documents are available upon request at the business office, monday through friday, 9am - 4pm.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of Free
EIN
94-0850310
Phone
4089787483
Address
2455 MASONIC DR, SAN JOSE, CA 95125

Signing Officer

Name
Henry a Vlcek
Title
Secretary
Signed
2016-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth G Nagel
Formed
1904
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: CONTRIBUTIONSTHE ORGANIZATION DOES NOT SOLICIT AND HAS NOT RECEIVED ANY TAX-DEDUCTIBLE CONTRIBUTIONS.”

Client Note 2

“Client Note 2 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: NAME OF ORGANIZATIONTHE ORGANIZATION'S FULL NAME IS THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, VALLEY OF SAN JOSE. IT IS ALSO KNOWN AS THE SAN JOSE SCOTTISH RITE BODIES.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMANDER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VENERABLE MASTE
IRS990/Form990PartVIISectionAGrp/TitleTxt9WISE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MASTER KADOSH
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0237070
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0251567
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/MissionDesc0A FRATERNAL ORGANIZATION TO ENHANCE AND ENRICH THE LIVES OF ITS MEMBERS, THEIR FAMILIES, AND THEIR COMMUNITIES, TO INSPIRE ITS MEMBERS TO HIGHER STANDARDS OF MORAL AND ETHICAL CONDUCT, AND TO PROMOTE THE BELIEF IN THE BROTHERHOOD OF MAN.
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8833
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4070
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02400
IRS990/OccupancyGrp/ProgramServicesAmt09600
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt016371
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014084
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013240
IRS990/PrincipalOfficerNm0KENNETH G NAGEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt064064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064064
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04589
IRS990/PYContributionsGrantsAmt03776
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IRS990/PYSalariesCompEmpBnftPaidAmt09000
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt051943
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt051943
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: CONTRIBUTIONSTHE ORGANIZATION DOES NOT SOLICIT AND HAS NOT RECEIVED ANY TAX-DEDUCTIBLE CONTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Client Note 2 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: NAME OF ORGANIZATIONTHE ORGANIZATION'S FULL NAME IS THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, VALLEY OF SAN JOSE. IT IS ALSO KNOWN AS THE SAN JOSE SCOTTISH RITE BODIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAINTAINS FRATERNAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWED THE DRAFT OF THE FORM 990 FOR COMMENT, EDITING, AND APPROVAL. UPON BOARD APPROVAL THE FORM 990 WAS FINALIZED FOR SIGNING, AND EACH BOARD MEMBER RECEIVED A COPY OF THE FINAL RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL NEW HIRES AND ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE POLICY. THE STATEMENT IS MAINTAINED IN THE PERSONNEL FILE. THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH EMPLOYEE AT THE TIME OF THEIR PERFORMANCE REVIEW.ALL BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE CONFLICT OF INTEREST POLICY UPON ELECTION TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS DETERMINED ANNUALLY DURING THE BUDGETING PROCESS. EMPLOYEES RECEIVED ROUTINE REVIEWS AND THEIR SALARY IS ADJUSTED BASED ON MERIT AND BUDGETARY CONSIDERATIONS. ALL SALARIES FOR ALL EMPLOYEES ARE APPROVED BY THE BOARD DURING THE BUDGETARY PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS OFFICE, MONDAY THROUGH FRIDAY, 9AM - 4PM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Client Note 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
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 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt079037
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0310785
IRS990/TotalAssetsGrp/EOYAmt0282835
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IRS990/TotalFunctionalExpensesGrp/TotalAmt084438
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceRevenueAmt064064
IRS990/TotalRevenueGrp/ExclusionAmt02656
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060558
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0310785
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0282835
IRS990/TotReportableCompRltdOrgAmt012000
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IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0233055
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0203798
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02455 MASONIC DR
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,835
Liabilities
$0
Net assets
$282,835
Revenue
$60,558
Expenses
$84,438
Net income
-$23,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.02$3.73$0.89$0.78$0.11
2023Summary only. Only limited summary data is available for this year.$3.63$0.00$3.63$0.65$0.79$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.01$3.64$0.71$0.75$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.01$3.99$0.99$0.76$0.23
2020Summary only. Only limited summary data is available for this year.$3.69$0.01$3.68$0.98$0.71$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.02$3.37$0.95$0.81$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.01$3.00$0.89$0.86$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.01$3.25$1.08$1.12$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$0.68$0.71$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.61$0.84$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.86$0.68$0.19
2013Summary only. Only limited summary data is available for this year.$3.09$0.00$3.09$0.74$0.77$0.03
2012Summary only. Only limited summary data is available for this year.$3.11$0.00$3.11$0.78$0.84$0.06
2011Summary only. Only limited summary data is available for this year.$3.11$0.00$3.11$0.95$0.75$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.04$3.36$0.99
Peer Organizations

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