Civic Intelligence

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

990 • Fiscal year 2021 • EIN 94-0850310

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

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

69th percentile

0.00x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2021 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2021

Net Margin

48th percentile

23%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

100th percentile

$68,954

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 69.9% of source-year revenue.

2021 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2021

Asset Growth

56th percentile

8.3%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

0.7%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$399,291

Up $30,463 (+8.3%) from 2020

Net Assets

Up

$398,766

Up $31,151 (+8.5%) from 2020

Liabilities

Down

$525

Down $688 (-57%) from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin48th percentile

Revenue

Up

$98,603

Up $668 (+0.7%) from 2020

Expenses

Up

$75,952

Up $5,097 (+7.2%) from 2020

Net Income

Down

$22,651

Down $4,429 (-16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2021

Assets$399,291
Liabilities$525
Net Assets$398,766
Open 2021 Filing

Operations Trend

Revenue Growth29th 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

2021

Revenue$98,603
Expenses$75,952
Net Income$22,651
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.0
Gross Receipts
$552,124
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$342,061$374,517▲ $32,456
Cash and Non-Interest-Bearing Accounts$26,767$24,774▼ $1,993
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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$368,828$399,291▲ $30,463
Other Assets Total-$0-
Liabilities
Other Liabilities$1,213$525▼ $688
Total Liabilities$1,213$525▼ $688
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$367,615$398,766▲ $31,151
Total Net Assets Fund Balance$367,615$398,766▲ $31,151
Total Liabilities and Net Assets / Fund Balance$368,828$399,291▲ $30,463

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$51,943$51,943
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Gregg HallSecretaryPT$68,954$68,954

Board Members and Trustees

NameTitle
Alan WorleyDirector
Art PasquinelliDirector
Brandon DuenasDirector
Charles CowdenDirector
David KampschaferDirector
David KimballDirector
Ion VasilescuDirector
Jack HarrisDirector
John AbsalonDirector
John UngerDirector
Kaleo GagneDirector
Laurentiu MurguDirector
Mark BurgerDirector
Mark MceuenDirector
Martin MaxeyDirector
Naresh RampershadDirector
Peter CardillaDirector
Randy DownyDirector
Richard FisherDirector
Sean PatrickDirector
Timothy LynchDirector
Toby VanderbeekDirector
Tom TefftDirector
Wolfgang LochnerDirector
Howard RamseyAsst to Per Rep
Kenneth G NagelPersonal Repres
Revenue and Support

Revenue Composition

Contributions and Grants
$2,243
Program Service Revenue
$63,115
Investment Income
$33,245
Other Revenue
$0
All Other Contributions
$2,243
Change in Net Assets
$22,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,000
Other Expenses$24,945
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,000--$42,000
Payments to Affiliates$15,521--$15,521
Benefits to Members$9,007--$9,007
Fees for Service Investment Mgmnt Fees-$2,828-$2,828
Fees for Services Accounting-$2,500-$2,500
Other Expenses$496--$496
Total Functional Expenses$70,624$5,328$0$75,952
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$525
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
Gregg Hall
Title
Secretary
Signed
2022-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth G Nagel
Formed
1904
Legal Domicile
CA
Voting Board Members
27
Independent Board Members
27
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

Statement Note 1

“Federal form 990 and california form 199: contributionsthe organization does not solicit and has not received any tax-deductible contributions.”

Statement 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,291
Liabilities
$525
Net assets
$398,766
Revenue
$98,603
Expenses
$75,952
Net income
$22,651
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
2021Detailed filing. Detailed filing data is available for this year.$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