Civic Intelligence

Scottish Rite Temple Inc

EIN 94-0850320 • 501(c)2 • Sacramento, CA

Profile

Non-Profit Title Holding Corporation.

6151 H StreetSacramento, CA 95819

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.07x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)2 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

1.32x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)2 • $500k-$1M nonprofits • Source year 2023

Net Margin

83rd percentile

97%

Higher net margin than 83% of similar nonprofits.

501(c)2 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

6.3%

Faster asset growth than 83% of similar nonprofits.

501(c)2 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Up

$930,900

Up $55,014 (+6.3%) from 2022

Liabilities

Up

$68,352

Up $1,537 (+2.3%) from 2022

Net Assets

Up

$862,548

Up $53,477 (+6.6%) from 2022

Revenue

Up

$51,649

Up $156,825 (+149%) from 2022

Expenses

Down

$1,295

Down $508 (-28%) from 2022

Net Income

Up

$50,354

Up $157,333 (+147%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,547,238Liabilities 2011: $14,135Net Assets 2011: $1,533,1032011Assets 2012: $1,154,520Liabilities 2012: $17,900Net Assets 2012: $1,136,6202012Assets 2013: $1,163,055Liabilities 2013: $45,157Net Assets 2013: $1,117,8982013Assets 2014: $1,212,734Liabilities 2014: $30,332Net Assets 2014: $1,182,4022014Assets 2015: $1,200,095Liabilities 2015: $52,447Net Assets 2015: $1,147,6482015Assets 2016: $1,117,009Liabilities 2016: $36,574Net Assets 2016: $1,080,4352016Assets 2017: $1,038,392Liabilities 2017: $48,441Net Assets 2017: $989,9512017Assets 2018: $937,168Liabilities 2018: $37,158Net Assets 2018: $900,0102018Assets 2019: $977,231Liabilities 2019: $62,900Net Assets 2019: $914,3312019Assets 2020: $867,147Liabilities 2020: $53,440Net Assets 2020: $813,7072020Assets 2021: $1,004,558Liabilities 2021: $97,100Net Assets 2021: $907,4582021Assets 2022: $875,886Liabilities 2022: $66,815Net Assets 2022: $809,0712022Assets 2023: $930,900Liabilities 2023: $68,352Net Assets 2023: $862,5482023

Highlighted filing

2023

Assets$930,900
Liabilities$68,352
Net Assets$862,548

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100K-$150KRevenue 2011: -$60,850Expenses 2011: $0Net Income 2011: -$60,8502011Revenue 2012: $47,954Expenses 2012: $0Net Income 2012: $47,9542012Revenue 2013: -$21,450Expenses 2013: $0Net Income 2013: -$21,4502013Revenue 2014: $80,530Expenses 2014: $0Net Income 2014: $80,5302014Revenue 2015: $21,558Expenses 2015: $0Net Income 2015: $21,5582015Revenue 2016: -$110,980Expenses 2016: $0Net Income 2016: -$110,9802016Revenue 2017: -$111,633Expenses 2017: $0Net Income 2017: -$111,6332017Revenue 2018: -$40,847Expenses 2018: $0Net Income 2018: -$40,8472018Revenue 2019: -$42,382Expenses 2019: $0Net Income 2019: -$42,3822019Revenue 2020: -$104,403Expenses 2020: $0Net Income 2020: -$104,4032020Revenue 2021: $54,279Expenses 2021: $0Net Income 2021: $54,2792021Revenue 2022: -$105,176Expenses 2022: $1,803Net Income 2022: -$106,9792022Revenue 2023: $51,649Expenses 2023: $1,295Net Income 2023: $50,3542023

Highlighted filing

2023

Revenue$51,649
Expenses$1,295
Net Income$50,354

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$702,494
Mission and Program Overview

Mission

Non-Profit Title Holding Corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$2,354,782$2,354,782→ $0
Land, Buildings, and Equipment, Net$617,954$608,753▼ $9,201
Cap Stk Tr Prin Current Funds$302,645$302,645→ $0
Savings and Temporary Cash Investments$130,869$176,614▲ $45,745
Investments in Publicly Traded Securities$113,424$124,057▲ $10,633
Accounts Receivable$10,289$21,476▲ $11,187
Cash and Non-Interest-Bearing Accounts$3,350$0▼ $3,350
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Rtn Earn Endowment Incm Other Fnds$-1,848,356$-1,794,879▲ $53,477
Total Assets$875,886$930,900▲ $55,014
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$66,815$68,352▲ $1,537
Total Liabilities$66,815$68,352▲ $1,537
Net Assets / Fund Balance
Total Net Assets Fund Balance$809,071$862,548▲ $53,477
Total Liabilities and Net Assets / Fund Balance$875,886$930,900▲ $55,014

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$110,478$1,937,372$2,047,850
Other Land Buildings$138,432$579,107$717,539
Land$261,454-$261,454
Leasehold Improvements$98,389$153,494$251,883
Compensation and Service Providers

Board Members and Trustees

NameTitle
John HenmanPresident
Dave CobbDirector
Edmund C SmithDirector
Gary DarrowDirector
Grant CoffinDirector
Mauricio PasosDirector
Mike PerryDirector
Rick KeltnerDirector
TOM McCARTHYDirector
David AndersonAssistant Secre
Jeffrey R BornAsst. CFO
Theodore VoudourisCFO
Richard WilsonSecretary
Mario BalbianiSgig Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$24,933
Program Service Revenue
$0
Investment Income
$18,790
Other Revenue
$7,926
All Other Contributions
$24,933
Change in Net Assets
$50,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,295
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$1,295
Total Functional Expenses$0$0$0$1,295
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-
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Organization has approximately 1,000 members, all members have an equal vote at stated meetings.

Form 990, Part VI, Section A, Line 7A

Members elect officers in january of each year.

Form 990, Part VI, Section A, Line 7B

Any changes to the bylaws are required by a vote of all members.

Form 990, Part VI, Section B, Line 11B

Tax return is reviewed by the secretary and treasurer and then presented to board of directors for final review and approval.

Form 990, Part VI, Section B, Line 12C

The officers, directors, trustees, and key employees will sign a disclosure document on an annual basis.

Form 990, Part VI, Section B, Line 15B

Compensation is reviewed and approved on an annual basis when the budget is approved.

Form 990, Part VI, Section C, Line 19

Documents are available upon written request.

Filing and Contact Details

Filer

Filer Name
Scottish Rite Temple Inc
EIN
94-0850320
Phone
9164525881
Address
6151 H STREET, SACRAMENTO, CA 95819

Signing Officer

Name
Jeffrey R Born
Title
Asst. CFO
Signed
2024-11-13

Organization Details

Principal Officer
Mario Balbiani
Formed
1911
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
12
Volunteers
25
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS\REFUNDS
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02354782
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02354782
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARIO BALBIANI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014176
IRS990/PYInvestmentIncomeAmt08808
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01803
IRS990/PYOtherRevenueAmt0-128160
IRS990/PYRevenuesLessExpensesAmt0-106979
IRS990/PYTotalExpensesAmt01803
IRS990/PYTotalRevenueAmt0-105176
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt050354
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-5866
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt013792
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt013792
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1848356
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1794879
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0130869
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0176614
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0110478
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01937372
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02047850
IRS990ScheduleD/LandGrp/BookValueAmt0261454
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0261454
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt098389
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0153494
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0251883
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0138432
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0579107
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0717539
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0608753
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS APPROXIMATELY 1,000 MEMBERS, ALL MEMBERS HAVE AN EQUAL VOTE AT STATED MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT OFFICERS IN JANUARY OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGES TO THE BYLAWS ARE REQUIRED BY A VOTE OF ALL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX RETURN IS REVIEWED BY THE SECRETARY AND TREASURER AND THEN PRESENTED TO BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The officers, directors, trustees, and key employees will sign a disclosure document on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation is reviewed and approved on an annual basis when the budget is approved.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ACCIENT & ACCEPTED SCOTTISH RITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CALIFORNIA SCOTTISH RITE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940850290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1946078728
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PHILANTHROPIC ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 19497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12100 N BROADWAY STE 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA ANNA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0958192604
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192706
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt118175
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt231680
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt38413
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt035% mkt value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2mkt value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ACCIENT & ACCEPTED SCOTTISH RITE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ACCIENT & ACCEPTED SCOTTISH RITE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2CALIFORNIA SCOTTISH RITE FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3CALIFORNIA SCOTTISH RITE FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0j
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2j
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false

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