Civic Intelligence

Scottish Rite Temple Inc

990 • Fiscal year 2016 • EIN 94-0850320

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

96th percentile

100%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2016

Asset Growth

10th percentile

-6.9%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Assets

Down

$1,117,009

Down $83,086 (-6.9%) from 2015

Net Assets

Down

$1,080,435

Down $67,213 (-5.9%) from 2015

Liabilities

Down

$36,574

Down $15,873 (-30%) from 2015

Revenue

Down

-$110,980

Down $132,538 (-615%) from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Down

-$110,980

Down $132,538 (-615%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$1,117,009
Liabilities$36,574
Net Assets$1,080,435

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue-$110,980
Expenses$0
Net Income-$110,980
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$371,255
Mission and Program Overview

Mission

Non-Profit Title Holding Corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$2,294,782$2,294,782→ $0
Land, Buildings, and Equipment, Net$671,917$628,419▼ $43,498
Investments in Publicly Traded Securities$325,462$349,885▲ $24,423
Cap Stk Tr Prin Current Funds$302,645$302,645→ $0
Savings and Temporary Cash Investments$202,715$138,704▼ $64,011
Cash and Non-Interest-Bearing Accounts-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Rtn Earn Endowment Incm Other Fnds$-1,449,779$-1,516,992▼ $67,213
Total Assets$1,200,095$1,117,009▼ $83,086
Other Assets Total$1$1→ $0
Liabilities
Accounts Payable and Accrued Expenses$52,447$36,574▼ $15,873
Total Liabilities$52,447$36,574▼ $15,873
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,147,648$1,080,435▼ $67,213
Total Liabilities and Net Assets / Fund Balance$1,200,095$1,117,009▼ $83,086

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$434,837$1,613,013$2,047,850
Other Land Buildings$-190,518$716,124$525,606
Land$261,454-$261,454
Leasehold Improvements$122,646$60,751$183,397
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$70
Program Service Revenue
$0
Investment Income
$-15,865
Other Revenue
$-95,185
All Other Contributions
$70
Change in Net Assets
$-110,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
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 1,200 members, all members have an equal vote at stated meetings.

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

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

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

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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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

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

Documents are available upon written request.

Filing and Contact Details

Filer

Filer Name
Scottish Rite Temple Inc
EIN
94-0850320
Phone
9164525881
Address
PO BOX 19497, SACRAMENTO, CA 95819

Signing Officer

Name
Jeffrey R Born
Title
Asst. CFO
Signed
2017-11-14

Organization Details

Formed
1911
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
25
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt02294782
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt02294782
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt056893
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04705
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherRevenueAmt0-40040
IRS990/PYRevenuesLessExpensesAmt021558
IRS990/PYTotalRevenueAmt021558
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-110980
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-96675
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01490
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01490
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1449779
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1516992
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0202715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0138704
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0434837
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01613013
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02047850
IRS990ScheduleD/LandGrp/BookValueAmt0261454
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0261454
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0122646
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt060751
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0183397
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-190518
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0716124
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0525606
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0628419
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS APPROXIMATELY 1,200 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, 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 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt029620
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt196733
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt231730
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt31200
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MKT RATE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2MKT RATE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3ACTUAL COST
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

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