Civic Intelligence

Ancient & Accepted Scottish Rite of Valley of Stockton

EIN 94-0902815 • 501(c)10 • Stockton, CA

Profile

Fraternal and scottish rite charities

PO Box 4236Stockton, CA 94204

stocktonscottishrite.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.03x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Source year 2024

Net Margin

40th percentile

7.7%

Higher net margin than 40% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

34th percentile

2.0%

Faster asset growth than 34% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

53%

Faster revenue growth than 76% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,921,852

Up $75,937 (+2.0%) from 2023

Liabilities

Up

$8,684

Up $2,492 (+40%) from 2023

Net Assets

Up

$3,913,168

Up $73,445 (+1.9%) from 2023

Revenue

Up

$277,295

Up $96,303 (+53%) from 2023

Expenses

Up

$256,003

Up $50,282 (+24%) from 2023

Net Income

Up

$21,292

Up $46,021 (+186%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $591,395Liabilities 2011: $36,078Net Assets 2011: $555,3172011Assets 2012: $560,139Liabilities 2012: $25,372Net Assets 2012: $534,7672012Assets 2013: $553,237Liabilities 2013: $56,309Net Assets 2013: $496,9282013Assets 2014: $538,607Liabilities 2014: $89,051Net Assets 2014: $449,5562014Assets 2015: $507,514Liabilities 2015: $45,401Net Assets 2015: $462,1132015Assets 2016: $445,599Liabilities 2016: $54,563Net Assets 2016: $391,0362016Assets 2017: $3,604,578Liabilities 2017: $13,223Net Assets 2017: $3,591,3552017Assets 2018: $3,395,898Liabilities 2018: $4,694Net Assets 2018: $3,391,2042018Assets 2019: $3,679,640Liabilities 2019: $4,694Net Assets 2019: $3,674,9462019Assets 2020: $3,942,292Liabilities 2020: $4,694Net Assets 2020: $3,937,5982020Assets 2021: $4,285,237Liabilities 2021: $95Net Assets 2021: $4,285,1422021Assets 2022: $3,611,539Liabilities 2022: $3,200Net Assets 2022: $3,608,3392022Assets 2023: $3,845,915Liabilities 2023: $6,192Net Assets 2023: $3,839,7232023Assets 2024: $3,921,852Liabilities 2024: $8,684Net Assets 2024: $3,913,1682024

Highlighted filing

2024

Assets$3,921,852
Liabilities$8,684
Net Assets$3,913,168

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: -$6,905Expenses 2011: $73,252Net Income 2011: -$80,1572011Revenue 2012: $65,812Expenses 2012: $86,362Net Income 2012: -$20,5502012Revenue 2013: $80,680Expenses 2013: $118,519Net Income 2013: -$37,8392013Revenue 2014: $84,800Expenses 2014: $150,398Net Income 2014: -$65,5982014Revenue 2015: $97,568Expenses 2015: $97,568Net Income 2015: $02015Revenue 2016: $72,892Expenses 2016: $142,847Net Income 2016: -$69,9552016Revenue 2017: $107,047Expenses 2017: $103,304Net Income 2017: $3,7432017Revenue 2018: $126,127Expenses 2018: $117,092Net Income 2018: $9,0352018Revenue 2019: $167,922Expenses 2019: $116,973Net Income 2019: $50,9492019Revenue 2020: $115,845Expenses 2020: $104,157Net Income 2020: $11,6882020Revenue 2021: $238,844Expenses 2021: $106,861Net Income 2021: $131,9832021Revenue 2022: $110,910Expenses 2022: $226,013Net Income 2022: -$115,1032022Revenue 2023: $180,992Expenses 2023: $205,721Net Income 2023: -$24,7292023Revenue 2024: $277,295Expenses 2024: $256,003Net Income 2024: $21,2922024

Highlighted filing

2024

Revenue$277,295
Expenses$256,003
Net Income$21,292

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.01$3.91$0.28$0.26$0.02
2023Summary only. Only limited summary data is available for this year.$3.85$0.01$3.84$0.18$0.21$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.00$3.61$0.11$0.23$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$0.24$0.11$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.12$0.10$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.67$0.17$0.12$0.05
2018Summary only. Only limited summary data is available for this year.$3.40$0.00$3.39$0.13$0.12$0.01
2017Summary only. Only limited summary data is available for this year.$3.60$0.01$3.59$0.11$0.10$0.00
2016Summary only. Only limited summary data is available for this year.$0.45$0.05$0.39$0.07$0.14$0.07
2015Summary only. Only limited summary data is available for this year.$0.51$0.05$0.46$0.10$0.10$0.00
2014Summary only. Only limited summary data is available for this year.$0.54$0.09$0.45$0.08$0.15$0.07
2013Summary only. Only limited summary data is available for this year.$0.55$0.06$0.50$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$0.56$0.03$0.53$0.07$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.59$0.04$0.56$0.01$0.07$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$2,012,961
Mission and Program Overview

Mission

Fraternal and scottish rite charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,813,034$3,848,014▲ $34,980
Cash and Non-Interest-Bearing Accounts$15,381$50,245▲ $34,864
Land, Buildings, and Equipment, Net$9,755$15,848▲ $6,093
Total Assets$3,845,915$3,921,852▲ $75,937
Other Assets Total$7,745$7,745→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,192$8,684▲ $2,492
Total Liabilities$6,192$8,684▲ $2,492
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,839,723$3,913,168▲ $73,445
Total Net Assets Fund Balance$3,839,723$3,913,168▲ $73,445
Total Liabilities and Net Assets / Fund Balance$3,845,915$3,921,852▲ $75,937

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,848$42,847$58,695

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$304,714---$304,714
2023$304,714---$304,714
2022$304,714---$304,714
2021$280,844-▲ $26,381-$304,714
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Steve HauberSecretaryPT$31,000$31,000

Board Members and Trustees

NameTitle
Roger MoorePresident
John BakerBoard Member
Richard GarciaBoard Member
Rodney OwenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,719
Program Service Revenue
$0
Investment Income
$255,285
Other Revenue
$-1,709
All Other Contributions
$5,479
Change in Net Assets
$21,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,808
Salaries, Compensation, and Employee Benefits$64,268
Grants and Similar Amounts Paid$30,927
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$58,960-$58,960
Occupancy-$42,250-$42,250
Grants to Domestic Orgs$30,927--$30,927
Office Expenses-$23,640-$23,640
Fees for Services Management-$23,527-$23,527
Insurance-$10,856-$10,856
Fees for Services Accounting-$8,390-$8,390
Payroll Taxes-$5,308-$5,308
Depreciation Depletion-$5,123-$5,123
Other Expenses-$5,046-$5,046
All Other Expenses-$2,976-$2,976
Conferences and Meetings-$2,951-$2,951
Total Functional Expenses$30,927$225,076$0$256,003
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
House of the Temple FoundationWashington, DC501c32024 House of the Temple Archive Pledge$25,000
California Scottish Rite Foundation - Language CenterSanta Ana, CA501c3Contributions Are Made to Assist Organization With Purpose of Assisting Children With Language, Literacy and Education Programs.$5,223
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,232
Fundraising Gross Income$27,523
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shamrock Festival$6,693$6,693$2,169$4,524
Mason of the Year Dinner$6,601$6,601$10,592$-3,991
Total Events$27,523$27,523$29,232$-1,709
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

This is a fraternal organization with members.

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

The members of this fraternal organization have the power to elect the governing body.

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

The members have the power to elect or appoint the governing body.

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

A copy of the organization's form 990 is made available to its governing body members for their review prior to its timely filing with the respective governmental agencies.

Form 990, Part VI, Section C, Line 19

Documents are available to the public only upon request.

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
94-0902815
Phone
2094663391
Address
PO BOX 4236, STOCKTON, CA 94204

Signing Officer

Name
Roger Moore
Title
President
Phone
2094663391
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Hauber
Formed
1922
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
2
Volunteers
4

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Susan Henderson Lenz
Phone
2099573691
Raw XML AppendixShowing 400 of 409 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.

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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026381
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042847
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt058695
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTRIBUTIONS ARE MADE TO ASSIST ORGANIZATION WITH PURPOSE OF ASSISTING CHILDREN WITH LANGUAGE, LITERACY AND EDUCATION PROGRAMS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12024 HOUSE OF THE TEMPLE ARCHIVE PLEDGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA SCOTTISH RITE FOUNDATION - LANGUAGE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HOUSE OF THE TEMPLE FOUNDATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS A FRATERNAL ORGANIZATION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THIS FRATERNAL ORGANIZATION HAVE THE POWER TO ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS HAVE THE POWER TO ELECT OR APPOINT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE TO ITS GOVERNING BODY MEMBERS FOR THEIR REVIEW PRIOR TO ITS TIMELY FILING WITH THE RESPECTIVE GOVERNMENTAL AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE TO THE PUBLIC ONLY UPON 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 C, LINE 19
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0HTTPS://STOCKTONSCOTTISHRITE.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02094663391
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF STOCKTON
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0940902815
ReturnHeader/Filer/PhoneNum02094663391
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON

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