Civic Intelligence

California Scottish Rite Foundation

990 • Fiscal year 2016 • EIN 94-6078728

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 12, 2016

Organization Profilewww.casr-foundation.org

View Organization Page

2100 North Broadway 350Santa Ana, CA 92706

(714) 547-7325

Siviq Scores

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

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.09x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

5th percentile

-63%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$182,187

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

11th percentile

-7.3%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$44,035,068

Down $3,484,211 (-7.3%) from 2015

Net Assets

Down

$43,814,524

Down $3,489,794 (-7.4%) from 2015

Liabilities

Up

$220,544

Up $5,583 (+2.6%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin5th percentile

Revenue

Down

$2,504,851

Down $1,871,209 (-43%) from 2015

Expenses

Up

$4,085,384

Up $111,327 (+2.8%) from 2015

Net Income

Down

-$1,580,533

Down $1,982,536 (-493%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$80M$60M$40M$20M$0Assets 2011: $41,523,859Liabilities 2011: $274,032Net Assets 2011: $41,249,8272011Assets 2012: $41,711,814Liabilities 2012: $304,404Net Assets 2012: $41,407,4102012Assets 2013: $44,023,564Liabilities 2013: $269,835Net Assets 2013: $43,753,7292013Assets 2014: $48,621,513Liabilities 2014: $228,427Net Assets 2014: $48,393,0862014Assets 2015: $47,519,279Liabilities 2015: $214,961Net Assets 2015: $47,304,3182015Assets 2016: $44,035,068Liabilities 2016: $220,544Net Assets 2016: $43,814,5242016Assets 2017: $46,970,096Liabilities 2017: $258,911Net Assets 2017: $46,711,1852017Assets 2018: $50,553,504Liabilities 2018: $321,789Net Assets 2018: $50,231,7152018Assets 2019: $50,565,194Liabilities 2019: $288,474Net Assets 2019: $50,276,7202019Assets 2020: $48,473,488Liabilities 2020: $621,194Net Assets 2020: $47,852,2942020Assets 2021: $59,722,633Liabilities 2021: $322,143Net Assets 2021: $59,400,4902021Assets 2022: $53,092,201Liabilities 2022: $300,880Net Assets 2022: $52,791,3212022Assets 2023: $55,445,970Liabilities 2023: $282,906Net Assets 2023: $55,163,0642023Assets 2024: $60,828,007Liabilities 2024: $425,223Net Assets 2024: $60,402,7842024

Highlighted filing

2016

Assets$44,035,068
Liabilities$220,544
Net Assets$43,814,524
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,710,441Expenses 2011: $3,884,777Net Income 2011: -$174,3362011Expenses 2012: $4,001,3742012Expenses 2013: $4,089,6582013Revenue 2014: $10,169,108Expenses 2014: $3,781,235Net Income 2014: $6,387,8732014Revenue 2015: $4,376,060Expenses 2015: $3,974,057Net Income 2015: $402,0032015Revenue 2016: $2,504,851Expenses 2016: $4,085,384Net Income 2016: -$1,580,5332016Revenue 2017: $3,359,433Expenses 2017: $4,345,984Net Income 2017: -$986,5512017Revenue 2018: $7,776,265Expenses 2018: $4,017,057Net Income 2018: $3,759,2082018Revenue 2019: $4,438,527Expenses 2019: $4,185,821Net Income 2019: $252,7062019Revenue 2020: $2,886,840Expenses 2020: $4,072,170Net Income 2020: -$1,185,3302020Revenue 2021: $3,960,922Expenses 2021: $3,540,353Net Income 2021: $420,5692021Revenue 2022: $9,616,477Expenses 2022: $4,050,987Net Income 2022: $5,565,4902022Revenue 2023: $4,844,888Expenses 2023: $3,741,309Net Income 2023: $1,103,5792023Revenue 2024: $5,311,508Expenses 2024: $4,467,324Net Income 2024: $844,1842024

Highlighted filing

2016

Revenue$2,504,851
Expenses$4,085,384
Net Income-$1,580,533
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 12, 2016
Return Version
2015v2.0
Gross Receipts
$7,454,255
Mission and Program Overview

Mission

The mission of the california scottish rite foundation (csrf) is dedicated to support and assist the children in california to develop their full potential by providing childhood language services, scholarships and other charitable programs. Csrf supports student and professional education and training in prevention and treatment of childhood language disorders.

Support and assist the children in California to develop their full potential by providing childhood language services, scholarships and other charitable programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$38,513,103$35,288,666▼ $3,224,437
Investments Other Securities$7,291,450$7,246,301▼ $45,149
Land, Buildings, and Equipment, Net$699,905$670,013▼ $29,892
Pledges and Grants Receivable$443,747$261,330▼ $182,417
Cash and Non-Interest-Bearing Accounts$135,575$133,078▼ $2,497
Accounts Receivable$102,256$73,052▼ $29,204
Prepaid Expenses and Deferred Charges$11,613$9,120▼ $2,493
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$47,519,279$44,035,068▼ $3,484,211
Other Assets Total$321,630$353,508▲ $31,878
Liabilities
Accounts Payable and Accrued Expenses$214,961$220,544▲ $5,583
Total Liabilities$214,961$220,544▲ $5,583
Net Assets / Fund Balance
Temporarily Rstr Net Assets$29,114,570$26,951,099▼ $2,163,471
Unrestricted Net Assets$13,357,949$12,026,914▼ $1,331,035
Permanently Rstr Net Assets$4,831,799$4,836,511▲ $4,712
Total Net Assets Fund Balance$47,304,318$43,814,524▼ $3,489,794
Total Liabilities and Net Assets / Fund Balance$47,519,279$44,035,068▼ $3,484,211

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$562,596$792,380$1,354,976
Equipment$44,168$224,402$268,570
Other Land Buildings-$85,209$85,209
Land$47,615-$47,615
Leasehold Improvements$15,634$8,056$23,690

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,534,180-▲ $195,535-$5,673,585
2014$5,398,029$60,666▲ $143,794-$5,534,180
2013$5,117,579$84,415▲ $369,060-$5,398,029
2012$5,033,002-▲ $233,267-$5,117,579
2011$4,765,718$73,621▲ $296,739-$5,033,002
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Raymond D GodekeEVP & SecretaryFT$182,187$182,187

Board Members and Trustees

NameTitle
Frank LouiChairman
Lester W MillerVice President
Arthur ZanbounianDirector
Bernard HollenbeckDirector
Burton HaazDirector
Christoper D SmithDirector
David PriceDirector
Douglas S VealeDirector
Edward CollinsDirector
Harlan GurneyDirector
Henry VlcekDirector
Irving ShapiroDirector
Jerome MillerDirector
Jerry BellerDirector
Jerry E GonzalesDirector
Jonathan P DilleyDirector
Malcolm WhiteDirector
Mark H RoseDirector
Peter KerhoulosDirector
Robert JacobDirector
Robert SnyderDirector
Glenn WoodyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Speech Language Learning Associatesspeech pathologyPO Box 191240, Sacramento, CA 95819$311,052
University of the Pacificspeech pathology3601 Pacific Avenue, Stockton, CA 95211$211,250
-speech pathology475 20th Avenue, San Francisco, CA 94121$127,957
Sunrise A Speech Pathology Cospeech pathologyPO Box 25396, Fresno, CA 93729$126,360
-speech pathology2263 Market St Apt 1, San Francisco, CA 94114$119,975
Revenue and Support

Revenue Composition

Contributions and Grants
$1,001,240
Program Service Revenue
$0
Investment Income
$1,491,641
Other Revenue
$11,970
All Other Contributions
$799,953
Change in Net Assets
$-1,580,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,257,889
Revenue Not Reported on Financial Statements
$246,962
Revenue Not Reported on Form 990
$-1,909,261
Other Revenue Adjustments
$246,962
Total Revenue per Audited Statements
$348,628
Total Revenue per Form 990
$2,504,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,376,543
Salaries, Compensation, and Employee Benefits$471,549
Grants and Similar Amounts Paid$237,292
Total Fundraising Expense$127,087
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$246,164$24,146-$270,310
Fees for Service Investment Mgmnt Fees$179,051$67,911-$246,962
Other Salaries and Wages$29,553$210,726-$240,279
Current Officers, Directors, Trustees, and Key Employees-$182,187-$182,187
Fees for Services Other$41,247-$120,448$161,695
Grants to Domestic Individuals$157,500--$157,500
Grants to Domestic Orgs$79,792--$79,792
All Other Expenses$39,699$14,440$6,639$60,778
Depreciation Depletion$49,758$3,722-$53,480
Fees for Services Accounting-$48,000-$48,000
Travel$2,841$29,284-$32,125
Payroll Taxes$2,038$27,090-$29,128
Office Expenses$16,095$7,310-$23,405
Other Expenses$16,758$3,388-$20,146
Other Employee Benefits$1,577$18,378-$19,955
Insurance$2,151$16,209-$18,360
Conferences and Meetings$1,050$6,001-$7,051
Total Functional Expenses$3,273,094$685,203$127,087$4,085,384

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,085,384
Expenses per Audited Statements$3,838,422
Total Expenses per Audited Statements$3,838,422
Expenses Not Reported on Financial Statements$246,962
Other Expense Adjustments$246,962
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Masonic FoundationSan Francisco, CA-Masonic Youth Leadership$10,000
Boys & Girls Club of CypressCypress, CA-Americanism$8,500
San Jose Scottish Rite FndtnSan Jose, CA-Distribution of Rainbow Girls fundr$5,302
NFG Community PartnersCharlotte, NC-Support DhhEAF program$5,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,721
Fundraising Direct Expenses$15,957
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament SNA$15,866$6,909$10,142$-3,233
Golf Tournament$19,810$5,965$1,754$4,211
Total Events$35,676$12,874$11,896$978
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
Audit committee
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Each member of the audit committee, officers, directors and trustees of the foundation receive a copy of Form 990 for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The policy is reaffirmed, in writing, annually at the trustees meeting. The Organization has an open door policy and respect input from any and all persons with concerns. In addition, with the centralization of all cash disbursements, the Foundation office is able to detect any situation that might have the appearance of a conflict of interest.”

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

“Key Employee salary was set and is reviewed against the PayScale Market Report”

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

“The foundation makes its governing documents, policies and financial statements available for inspection at the main office and they are posted on the foundation's web-site. Form 990 is also available on Guidestar.org.”

Filing and Contact Details

Filer

Filer Name
California Scottish Rite Foundation
EIN
94-6078728
Phone
7145477325
Address
2100 North Broadway 350, Santa Ana, CA 92706

Signing Officer

Name
Raymond D Godeke
Title
Evp & Secretary
Signed
2016-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond D Godeke
Formed
1958
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
22
Employees
6
Volunteers
95

Preparer

Firm
Onisko & Scholz Llp
Address
5000 E SPRING ST STE 200, LONG BEACH, CA 90815-5215
Preparer
Paul P Scholz CPA
Phone
5624203100
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“ASC 740, Accounting for Uncertainty in Income Taxes, provides accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Foundation in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment fees $246962”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Investment fees $246962”

Raw XML AppendixShowing 400 of 1,020 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/PersonNm3Robert Jacob
IRS990/Form990PartVIISectionAGrp/PersonNm4Arthur Zanbounian
IRS990/Form990PartVIISectionAGrp/PersonNm5Malcolm White
IRS990/Form990PartVIISectionAGrp/PersonNm6Irving Shapiro
IRS990/Form990PartVIISectionAGrp/PersonNm7Jonathan P Dilley
IRS990/Form990PartVIISectionAGrp/PersonNm8Jerome Miller
IRS990/Form990PartVIISectionAGrp/PersonNm9Harlan Gurney
IRS990/Form990PartVIISectionAGrp/PersonNm10Edward Collins
IRS990/Form990PartVIISectionAGrp/PersonNm11Bernard Hollenbeck
IRS990/Form990PartVIISectionAGrp/PersonNm12Jerry Beller
IRS990/Form990PartVIISectionAGrp/PersonNm13Mark H Rose
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IRS990/Form990PartVIISectionAGrp/PersonNm16Peter Kerhoulos
IRS990/Form990PartVIISectionAGrp/PersonNm17Henry Vlcek
IRS990/Form990PartVIISectionAGrp/PersonNm18Robert Snyder
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IRS990/Form990PartVIISectionAGrp/PersonNm21Raymond D Godeke
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,035,068
Liabilities
$220,544
Net assets
$43,814,524
Revenue
$2,504,851
Expenses
$4,085,384
Net income
-$1,580,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.8$0.43$60.4$5.31$4.47$0.84
2023Detailed filing. Detailed filing data is available for this year.$55.4$0.28$55.2$4.84$3.74$1.10
2022Detailed filing. Detailed filing data is available for this year.$53.1$0.30$52.8$9.62$4.05$5.57
2021Detailed filing. Detailed filing data is available for this year.$59.7$0.32$59.4$3.96$3.54$0.42
2020Detailed filing. Detailed filing data is available for this year.$48.5$0.62$47.9$2.89$4.07$1.19
2019Detailed filing. Detailed filing data is available for this year.$50.6$0.29$50.3$4.44$4.19$0.25
2018Detailed filing. Detailed filing data is available for this year.$50.6$0.32$50.2$7.78$4.02$3.76
2017Detailed filing. Detailed filing data is available for this year.$47.0$0.26$46.7$3.36$4.35$0.99
2016Detailed filing. Detailed filing data is available for this year.$44.0$0.22$43.8$2.50$4.09$1.58
2015Detailed filing. Detailed filing data is available for this year.$47.5$0.21$47.3$4.38$3.97$0.40
2014Detailed filing. Detailed filing data is available for this year.$48.6$0.23$48.4$10.2$3.78$6.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$0.27$43.8$4.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.7$0.30$41.4$4.00
2011Summary only. Only limited summary data is available for this year.$41.5$0.27$41.2$3.71$3.88$0.17