Civic Intelligence

Ancient & Accepted Scottish Rite Of

990 • Fiscal year 2019 • EIN 94-0902815

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 12, 2020

Organization ProfileN/A
PO Box 4236Stockton, CA 94204

(209) 466-3391

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.03x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Net Margin

68th percentile

30%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$24,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

8.4%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$3,679,640

Up $283,742 (+8.4%) from 2018

Net Assets

Up

$3,674,946

Up $283,742 (+8.4%) from 2018

Liabilities

Flat

$4,694

Flat from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin68th percentile

Revenue

Up

$167,922

Up $41,795 (+33%) from 2018

Expenses

Down

$116,973

Down $119 (-0.1%) from 2018

Net Income

Up

$50,949

Up $41,914 (+464%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$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

2019

Assets$3,679,640
Liabilities$4,694
Net Assets$3,674,946
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

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

2019

Revenue$167,922
Expenses$116,973
Net Income$50,949
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 12, 2020
Return Version
2019v5.1
Gross Receipts
$3,145,391
Mission and Program Overview

Mission

Fraternal and scottish rite charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,250,677$3,609,419▲ $358,742
Cash and Non-Interest-Bearing Accounts$11,062$62,867▲ $51,805
Total Assets$3,395,898$3,679,640▲ $283,742
Other Assets Total$134,159$7,354▼ $126,805
Liabilities
Accounts Payable and Accrued Expenses$4,694$4,694→ $0
Total Liabilities$4,694$4,694→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,391,204$3,674,946▲ $283,742
Total Net Assets Fund Balance$3,391,204$3,674,946▲ $283,742
Total Liabilities and Net Assets / Fund Balance$3,395,898$3,679,640▲ $283,742
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Greg NiskanenSecretaryPT$24,000$24,000

Board Members and Trustees

NameTitle
PATRICK K O'HERNPresident
Ernest McdonaldBoard Member
James LinnermanBoard Member
Tosh SaruwatariBoard Member
John L BakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,863
Program Service Revenue
$0
Investment Income
$147,818
Other Revenue
$-4,759
All Other Contributions
$1,312
Change in Net Assets
$50,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,804
Salaries, Compensation, and Employee Benefits$25,815
Grants and Similar Amounts Paid$1,354
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$24,000-$24,000
Fees for Service Investment Mgmnt Fees-$21,870-$21,870
Occupancy-$21,195-$21,195
Fees for Services Accounting-$17,867-$17,867
Office Expenses-$3,652-$3,652
Insurance-$3,368-$3,368
All Other Expenses-$2,838-$2,838
Payroll Taxes-$1,815-$1,815
Grants to Domestic Orgs$1,354--$1,354
Other Expenses-$1,238-$1,238
Travel-$992-$992
Conferences and Meetings-$834-$834
Total Functional Expenses$1,354$115,619$0$116,973
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,522
Fundraising Gross Income$9,763
Professional Fundraising Fees$0
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
Greg Niskanen
Title
Secretary
Phone
2094663391
Signed
2020-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Niskanen
Formed
1922
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
1
Volunteers
0

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Michael P Anselmo
Phone
2099573691
Raw XML Appendix352 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941482483
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/TotalAssetsGrp/EOYAmt03679640
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt024863
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0115619
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01354
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116973
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IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/ExclusionAmt0143059
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0167922
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P ANSELMO
ReturnHeader/ReturnTs02020-10-29T10:02:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,679,640
Liabilities
$4,694
Net assets
$3,674,946
Revenue
$167,922
Expenses
$116,973
Net income
$50,949
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
2019Detailed filing. Detailed filing data is available for this year.$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