Civic Intelligence

Ancient & Accepted Scottish Rite Of

990 • Fiscal year 2021 • EIN 94-0902815

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileSTOCKTONSCOTTISHRITE.ORG
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

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

55%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$24,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Asset Growth

51st percentile

8.7%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

106%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$4,285,237

Up $342,945 (+8.7%) from 2020

Net Assets

Up

$4,285,142

Up $347,544 (+8.8%) from 2020

Liabilities

Down

$95

Down $4,599 (-98%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin74th percentile

Revenue

Up

$238,844

Up $122,999 (+106%) from 2020

Expenses

Up

$106,861

Up $2,704 (+2.6%) from 2020

Net Income

Up

$131,983

Up $120,295 (+1029%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$4,285,237
Liabilities$95
Net Assets$4,285,142
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$238,844
Expenses$106,861
Net Income$131,983
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$1,802,860
Mission and Program Overview

Mission

Fraternal and scottish rite charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,928,813$4,197,035▲ $268,222
Cash and Non-Interest-Bearing Accounts$5,475$80,948▲ $75,473
Total Assets$3,942,292$4,285,237▲ $342,945
Other Assets Total$8,004$7,254▼ $750
Liabilities
Accounts Payable and Accrued Expenses$4,694$95▼ $4,599
Total Liabilities$4,694$95▼ $4,599
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,937,598$4,285,142▲ $347,544
Total Net Assets Fund Balance$3,937,598$4,285,142▲ $347,544
Total Liabilities and Net Assets / Fund Balance$3,942,292$4,285,237▲ $342,945

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$280,844$0▲ $26,381-$304,714
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

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

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$29,926
Program Service Revenue
$0
Investment Income
$214,878
Other Revenue
$-5,960
All Other Contributions
$1,225
Change in Net Assets
$131,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,200
Salaries, Compensation, and Employee Benefits$28,842
Grants and Similar Amounts Paid$12,819
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$24,233-$24,233
Current Officers, Directors, Trustees, and Key Employees-$24,000-$24,000
Grants to Domestic Orgs$12,819--$12,819
Occupancy-$8,706-$8,706
Office Expenses-$8,622-$8,622
Conferences and Meetings-$5,661-$5,661
Payroll Taxes-$4,842-$4,842
Insurance-$4,282-$4,282
Fees for Services Accounting-$4,230-$4,230
All Other Expenses-$1,631-$1,631
Other Expenses-$750-$750
Total Functional Expenses$12,819$94,042$0$106,861
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stockton Scottish Rite Almoners Warehouse IncStockton, CA-Contributions Are Made to Assist the Entity With Rehabilitating Medical Equipment to Be Used by Those in Financial Need.$7,339
California Scottish Rite Foundation - Language CenterSanta Ana, CA-Contributions Are Made to Assist Organization With Purpose of Assisting Children With Language, Literacy and Education Programs.$5,180
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,504
Fundraising Gross Income$6,544
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
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Niskanen
Formed
1922
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
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 Appendix375 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.

Path#Value
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREG NISKANEN
IRS990/BooksInCareOfDetail/PhoneNum02094663391
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4236
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER MOORE
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IRS990/Form990PartVIISectionAGrp/PersonNm2RODNEY OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN BAKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt124000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt012504
IRS990/FundraisingGrossIncomeAmt06544
IRS990/GainOrLossGrp/SecuritiesAmt0137443
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012819
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012819
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01688955
IRS990/GrossReceiptsAmt01802860
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04282
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IRS990/InvestmentIncomeGrp/ExclusionAmt077435
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt077435
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03928813
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04197035
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01551512
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03937598
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5960
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0215561
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0DEGREE AND HONORS EXPEN
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/CashGrantAmt15180
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTRIBUTIONS ARE MADE TO ASSIST THE ENTITY WITH REHABILITATING MEDICAL EQUIPMENT TO BE USED BY THOSE IN FINANCIAL NEED.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONTRIBUTIONS ARE MADE TO ASSIST ORGANIZATION WITH PURPOSE OF ASSISTING CHILDREN WITH LANGUAGE, LITERACY AND EDUCATION PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STOCKTON SCOTTISH RITE ALMONERS WAREHOUSE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CALIFORNIA SCOTTISH RITE FOUNDATION - LANGUAGE CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0833756356
IRS990ScheduleI/RecipientTable/RecipientEIN1946078728
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0340 E MARKET STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12100 NORTH BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA ANA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192706
IRS990ScheduleI/Total501c3OrgCnt01
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SCOTTISH RITE CATHEDRAL OF STOCKTON INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941482483
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TITLE HOLDING CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 4236
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STOCKTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03942292
IRS990/TotalAssetsEOYAmt04285237
IRS990/TotalAssetsGrp/BOYAmt03942292
IRS990/TotalAssetsGrp/EOYAmt04285237
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt029926
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012819
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106861
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04694
IRS990/TotalLiabilitiesEOYAmt095
IRS990/TotalLiabilitiesGrp/BOYAmt04694
IRS990/TotalLiabilitiesGrp/EOYAmt095
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03937598
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04285142
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012819
IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/ExclusionAmt0208918
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238844
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03942292
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04285237
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4236
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095204
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTPS://STOCKTONSCOTTISHRITE.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG NISKANEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02094663391
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF STOCKTON
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0940902815
ReturnHeader/Filer/PhoneNum02094663391
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4236
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P ANSELMO
ReturnHeader/ReturnTs02022-11-15T17:52:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NISKANEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,285,237
Liabilities
$95
Net assets
$4,285,142
Revenue
$238,844
Expenses
$106,861
Net income
$131,983
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
2021Detailed filing. Detailed filing data is available for this year.$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