Civic Intelligence

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

990 • Fiscal year 2016 • EIN 94-0850310

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 20, 2017

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

64th percentile

0.00x

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

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-3.6%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$12,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

7.9%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$305,115

Up $22,280 (+7.9%) from 2015

Net Assets

Up

$305,115

Up $22,280 (+7.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin39th percentile

Revenue

Up

$68,126

Up $7,568 (+12%) from 2015

Expenses

Down

$70,557

Down $13,881 (-16%) from 2015

Net Income

Up

-$2,431

Up $21,449 (+90%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2016

Assets$305,115
Liabilities$0
Net Assets$305,115
Open 2016 Filing

Operations Trend

Revenue Growth72nd 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

2016

Revenue$68,126
Expenses$70,557
Net Income-$2,431
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 20, 2017
Return Version
2016v3.0
Gross Receipts
$243,325
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$237,070$255,942▲ $18,872
Cash and Non-Interest-Bearing Accounts$30,675$33,903▲ $3,228
Prepaid Expenses and Deferred Charges$13,240$13,420▲ $180
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$282,835$305,115▲ $22,280
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$203,798$226,078▲ $22,280
Temporarily Rstr Net Assets$79,037$79,037→ $0
Total Net Assets Fund Balance$282,835$305,115▲ $22,280
Total Liabilities and Net Assets / Fund Balance$282,835$305,115▲ $22,280

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$51,943$51,943
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

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

Board Members and Trustees

NameTitle
Kenneth G NagelPresident
Bud RamseyVice President
Brandon DuenasDirector
J R McgovertDirector
Roger BibbDirector
Tom BergevinDirector
Carey AtwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,186
Program Service Revenue
$70,726
Investment Income
$-4,786
Other Revenue
$0
All Other Contributions
$2,186
Change in Net Assets
$-2,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,777
Salaries, Compensation, and Employee Benefits$12,000
Grants and Similar Amounts Paid$650
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$15,827--$15,827
Current Officers, Directors, Trustees, and Key Employees$12,000--$12,000
Occupancy$9,600$2,400-$12,000
Benefits to Members$5,130--$5,130
Fees for Services Accounting-$2,500-$2,500
Fees for Service Investment Mgmnt Fees-$2,267-$2,267
Grants to Domestic Individuals$650--$650
Other Expenses$350--$350
All Other Expenses$10--$10
Total Functional Expenses$63,390$7,167$0$70,557
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
2017-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth G Nagel
Formed
1904
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
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.”

Raw XML Appendix395 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt02186
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010
IRS990/AllOtherExpensesGrp/TotalAmt010
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt05130
IRS990/BenefitsToMembersGrp/TotalAmt05130
IRS990/BooksInCareOfDetail/PersonNm0HANK VLCEK
IRS990/BooksInCareOfDetail/PhoneNum04089787483
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02455 MASONIC DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095125
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt030675
IRS990/CashNonInterestBearingGrp/EOYAmt033903
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt012000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05130
IRS990/CYContributionsGrantsAmt02186
IRS990/CYGrantsAndSimilarPaidAmt0650
IRS990/CYInvestmentIncomeAmt0-4786
IRS990/CYOtherExpensesAmt052777
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt070726
IRS990/CYRevenuesLessExpensesAmt0-2431
IRS990/CYSalariesCompEmpBnftPaidAmt012000
IRS990/CYTotalExpensesAmt070557
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt068126
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FRATERNAL ACTIVITIES: THE FRATERNAL ORGANIZATION CONSISTS OF APPROXIMATELY 950 MEMBERS WHO SHARE COMMON CHARITABLE, EDUCATIONAL AND FRATERNAL INTERESTS. MEETINGS AND OTHER EVENTS ARE ORGANIZED TO ACHIEVE THESE GOALS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt063390
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02267
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02267
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNETH G NAGEL
IRS990/Form990PartVIISectionAGrp/PersonNm1BUD RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm2CAREY ATWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM BERGEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm4BRANDON DUENAS
IRS990/Form990PartVIISectionAGrp/PersonNm5ROGER BIBB
IRS990/Form990PartVIISectionAGrp/PersonNm6J R MCGOVERT
IRS990/Form990PartVIISectionAGrp/PersonNm7HENRY A VLCEK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/ReportableCompFromRltdOrgAmt712000
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01904
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-8257
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0650
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0650
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0166942
IRS990/GrossReceiptsAmt0243325
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01850
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01850
IRS990/InvestmentIncomeGrp/ExclusionAmt03471
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03471
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0237070
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0255942
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt051943
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt051943
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0175199
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0282835
IRS990/NetAssetsOrFundBalancesEOYAmt0305115
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-8257
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8257
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt024711
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
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1CONFERENCES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt018000
IRS990/OtherExpensesGrp/ProgramServicesAmt1966
IRS990/OtherExpensesGrp/ProgramServicesAmt2857
IRS990/OtherExpensesGrp/ProgramServicesAmt3350
IRS990/OtherExpensesGrp/TotalAmt018000
IRS990/OtherExpensesGrp/TotalAmt1966
IRS990/OtherExpensesGrp/TotalAmt2857
IRS990/OtherExpensesGrp/TotalAmt3350
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt015827
IRS990/PaymentsToAffiliatesGrp/TotalAmt015827
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013240
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013420
IRS990/PrincipalOfficerNm0KENNETH G NAGEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt070726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt070726
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt017007
IRS990/PYContributionsGrantsAmt02671
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0315
IRS990/PYInvestmentIncomeAmt0-6177
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt055116
IRS990/PYProgramServiceRevenueAmt064064
IRS990/PYRevenuesLessExpensesAmt0-23880
IRS990/PYSalariesCompEmpBnftPaidAmt012000
IRS990/PYTotalExpensesAmt084438
IRS990/PYTotalRevenueAmt060558
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2431
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt079037
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt079037
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0282835
IRS990/TotalAssetsEOYAmt0305115
IRS990/TotalAssetsGrp/BOYAmt0282835
IRS990/TotalAssetsGrp/EOYAmt0305115
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02186
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07167
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063390
IRS990/TotalFunctionalExpensesGrp/TotalAmt070557
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0282835
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0305115
IRS990/TotalProgramServiceExpensesAmt063390
IRS990/TotalProgramServiceRevenueAmt070726
IRS990/TotalRevenueGrp/ExclusionAmt03471
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062469
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068126
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0282835
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0305115
IRS990/TotReportableCompRltdOrgAmt012000
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0203798
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0226078
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02455 MASONIC DR
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095125
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.sanjosescottishrite.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY A VLCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF FREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SAN JOSE SCOTTISH RITE BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0940850310
ReturnHeader/Filer/PhoneNum04089787483
ReturnHeader/Filer/USAddress/AddressLine1Txt02455 MASONIC DR
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02017-06-20T15:55:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$305,115
Liabilities
$0
Net assets
$305,115
Revenue
$68,126
Expenses
$70,557
Net income
-$2,431
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
2016Detailed filing. Detailed filing data is available for this year.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)10 • <$500k nonprofits