Civic Intelligence

Ancient & Accepted Scottish Rite Of

990 • Fiscal year 2022 • EIN 94-0902815

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.03x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Net Margin

8th percentile

-104%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$24,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Asset Growth

17th percentile

-16%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-54%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,611,539

Down $673,698 (-16%) from 2021

Net Assets

Down

$3,608,339

Down $676,803 (-16%) from 2021

Liabilities

Up

$3,200

Up $3,105 (+3268%) from 2021

Revenue

Down

$110,910

Down $127,934 (-54%) from 2021

Expenses

Up

$226,013

Up $119,152 (+112%) from 2021

Net Income

Down

-$115,103

Down $247,086 (-187%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$3,611,539
Liabilities$3,200
Net Assets$3,608,339

Operations Trend

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

2022

Revenue$110,910
Expenses$226,013
Net Income-$115,103
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,719,615
Mission and Program Overview

Mission

Fraternal and scottish rite charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,197,035$3,545,954▼ $651,081
Cash and Non-Interest-Bearing Accounts$80,948$45,242▼ $35,706
Land, Buildings, and Equipment, Net$0$12,598▲ $12,598
Total Assets$4,285,237$3,611,539▼ $673,698
Other Assets Total$7,254$7,745▲ $491
Liabilities
Accounts Payable and Accrued Expenses$95$3,200▲ $3,105
Total Liabilities$95$3,200▲ $3,105
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,285,142$3,608,339▼ $676,803
Total Net Assets Fund Balance$4,285,142$3,608,339▼ $676,803
Total Liabilities and Net Assets / Fund Balance$4,285,237$3,611,539▼ $673,698

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,598$2,510$15,108

Endowment Activity

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

Employees

NameTitleFull / Part TimeBaseTotal
Greg NiskanenSecretary - OutgoingPT$24,000$24,000

Board Members and Trustees

NameTitle
Roger MoorePresident
John BakerBoard Member
Richard GarciaBoard Member
Steve HauberSecretary - Incoming
Rodney OwenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,634
Program Service Revenue
$0
Investment Income
$68,260
Other Revenue
$-4,984
All Other Contributions
$31,188
Change in Net Assets
$-115,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,376
Salaries, Compensation, and Employee Benefits$52,582
Grants and Similar Amounts Paid$2,055
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$52,800-$52,800
Current Officers, Directors, Trustees, and Key Employees-$47,582-$47,582
Office Expenses-$30,857-$30,857
Fees for Service Investment Mgmnt Fees-$22,910-$22,910
Insurance-$14,073-$14,073
Fees for Services Accounting-$8,886-$8,886
All Other Expenses-$5,741-$5,741
Payroll Taxes-$5,000-$5,000
Conferences and Meetings-$4,729-$4,729
Depreciation Depletion---$2,510
Other Expenses-$2,350-$2,350
Grants to Domestic Orgs$2,055--$2,055
Total Functional Expenses$2,055$221,448$0$226,013
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,379
Fundraising Gross Income$15,395
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mason of the Year Dinner$4,919$4,919$9,520$-4,601
Shamrock Festival$2,739$2,739$2,752$-13
Total Events$15,395$15,395$20,379$-4,984
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
Steve Hauber
Title
Secretary
Phone
2094663391
Signed
2023-11-15
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
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 Appendix390 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt095
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03200
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FRATERNAL AND SCOTTISH RITE CHARITIES
IRS990/AllOtherContributionsAmt031188
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05741
IRS990/AllOtherExpensesGrp/TotalAmt05741
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVE HAUBER
IRS990/BooksInCareOfDetail/PhoneNum02094663391
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4236
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095204
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt080948
IRS990/CashNonInterestBearingGrp/EOYAmt045242
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt047582
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt047582
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04729
IRS990/ConferencesMeetingsGrp/TotalAmt04729
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt047634
IRS990/CYGrantsAndSimilarPaidAmt02055
IRS990/CYInvestmentIncomeAmt068260
IRS990/CYOtherExpensesAmt0171376
IRS990/CYOtherRevenueAmt0-4984
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-115103
IRS990/CYSalariesCompEmpBnftPaidAmt052582
IRS990/CYTotalExpensesAmt0226013
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0110910
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02510
IRS990/Desc0SUPPORT OF THE SCOTTISH RITE LANGUAGE DISORDER CENTER
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0945
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08886
IRS990/FeesForServicesAccountingGrp/TotalAmt08886
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022910
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022910
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm1GREG NISKANEN
IRS990/Form990PartVIISectionAGrp/PersonNm2RODNEY OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE HAUBER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt124000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY - OUTGOING
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY - INCOMING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt020379
IRS990/FundraisingGrossIncomeAmt015395
IRS990/GainOrLossGrp/SecuritiesAmt0-35126
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02055
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02055
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01553200
IRS990/GrossReceiptsAmt01719615
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt014073
IRS990/InsuranceGrp/TotalAmt014073
IRS990/InvestmentIncomeGrp/ExclusionAmt0103386
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0103386
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04197035
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03545954
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02510
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012598
IRS990/LandBldgEquipCostOrOtherBssAmt015108
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01588326
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt016446
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FRATERNAL AND SCOTTISH RITE CHARITIES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04285142
IRS990/NetAssetsOrFundBalancesEOYAmt03608339
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-35126
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-35126
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4984
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4984
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-561700
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04285142
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03608339
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt052800
IRS990/OccupancyGrp/TotalAmt052800
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030857
IRS990/OfficeExpensesGrp/TotalAmt030857
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07254
IRS990/OtherAssetsTotalGrp/EOYAmt07745
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CONTRACTORS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016305
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16770
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32350
IRS990/OtherExpensesGrp/TotalAmt016305
IRS990/OtherExpensesGrp/TotalAmt16770
IRS990/OtherExpensesGrp/TotalAmt23445
IRS990/OtherExpensesGrp/TotalAmt32350
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05000
IRS990/PayrollTaxesGrp/TotalAmt05000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE HAUBER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT OF SCOTTISH RITE ALMONER'S
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01110
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt029926
IRS990/PYGrantsAndSimilarPaidAmt012819
IRS990/PYInvestmentIncomeAmt0214878
IRS990/PYOtherExpensesAmt065200
IRS990/PYOtherRevenueAmt0-5960
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0131983
IRS990/PYSalariesCompEmpBnftPaidAmt028842
IRS990/PYTotalExpensesAmt0106861
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0238844
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-115103
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0304714
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0304714
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02511
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0280844
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0304714
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026381
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012598
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02510
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015108
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012598
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020379
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MASON OF THE YEAR DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SHAMROCK FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015395
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4984
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08107
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020379
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09520
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02752
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd00
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/TotalAssetsBOYAmt04285237
IRS990/TotalAssetsEOYAmt03611539
IRS990/TotalAssetsGrp/BOYAmt04285237
IRS990/TotalAssetsGrp/EOYAmt03611539
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047634
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0221448
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02055
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226013
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt095
IRS990/TotalLiabilitiesEOYAmt03200
IRS990/TotalLiabilitiesGrp/BOYAmt095
IRS990/TotalLiabilitiesGrp/EOYAmt03200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04285142
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03608339
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02055
IRS990/TotalReportableCompFromOrgAmt024000
IRS990/TotalRevenueGrp/ExclusionAmt063276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110910
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04285237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03611539
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE HAUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02094663391
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-11-15T15:25:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAUBER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2022Detailed filing. Detailed filing data is available for this year.$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