Civic Intelligence

Ancient & Accepted Scottish Rite Bodies of San Diego

990 • Fiscal year 2016 • EIN 95-0494611

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
1895 Camino Del Rio SouthSan Diego, CA 92108

(619) 293-4888

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

26th percentile

$64,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-6.1%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,882,433

Up $78,663 (+0.5%) from 2015

Net Assets

Up

$15,829,518

Up $81,774 (+0.5%) from 2015

Liabilities

Down

$52,915

Down $3,111 (-5.6%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin87th percentile

Revenue

Down

$894,400

Down $58,167 (-6.1%) from 2015

Expenses

Down

$563,531

Down $17,891 (-3.1%) from 2015

Net Income

Down

$330,869

Down $40,276 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$30M$20M$10M$0Assets 2010: $13,566,759Liabilities 2010: $491,797Net Assets 2010: $13,074,9622010Assets 2011: $13,770,884Liabilities 2011: $502,807Net Assets 2011: $13,268,0772011Assets 2012: $14,236,349Liabilities 2012: $513,445Net Assets 2012: $13,722,9042012Assets 2013: $14,816,144Liabilities 2013: $534,791Net Assets 2013: $14,281,3532013Assets 2014: $15,454,364Liabilities 2014: $77,765Net Assets 2014: $15,376,5992014Assets 2015: $15,803,770Liabilities 2015: $56,026Net Assets 2015: $15,747,7442015Assets 2016: $15,882,433Liabilities 2016: $52,915Net Assets 2016: $15,829,5182016Assets 2017: $16,174,317Liabilities 2017: $78,644Net Assets 2017: $16,095,6732017Assets 2018: $16,601,296Liabilities 2018: $100,908Net Assets 2018: $16,500,3882018Assets 2019: $16,960,269Liabilities 2019: $70,570Net Assets 2019: $16,889,6992019Assets 2020: $16,869,906Liabilities 2020: $12,500Net Assets 2020: $16,857,4062020Assets 2021: $19,715,354Liabilities 2021: $29,420Net Assets 2021: $19,685,9342021Assets 2022: $17,609,327Liabilities 2022: $46,602Net Assets 2022: $17,562,7252022Assets 2023: $19,023,598Liabilities 2023: $33,353Net Assets 2023: $18,990,2452023Assets 2024: $20,342,544Liabilities 2024: $31,958Net Assets 2024: $20,310,5862024

Highlighted filing

2016

Assets$15,882,433
Liabilities$52,915
Net Assets$15,829,518
Open 2016 Filing

Operations Trend

Revenue Growth28th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $542,728Expenses 2010: $521,488Net Income 2010: $21,2402010Revenue 2011: $768,582Expenses 2011: $575,467Net Income 2011: $193,1152011Revenue 2012: $990,913Expenses 2012: $536,086Net Income 2012: $454,8272012Revenue 2013: $1,116,316Expenses 2013: $557,867Net Income 2013: $558,4492013Revenue 2014: $1,187,504Expenses 2014: $567,653Net Income 2014: $619,8512014Revenue 2015: $952,567Expenses 2015: $581,422Net Income 2015: $371,1452015Revenue 2016: $894,400Expenses 2016: $563,531Net Income 2016: $330,8692016Revenue 2017: $823,615Expenses 2017: $557,460Net Income 2017: $266,1552017Revenue 2018: $951,690Expenses 2018: $546,975Net Income 2018: $404,7152018Revenue 2019: $919,086Expenses 2019: $529,775Net Income 2019: $389,3112019Revenue 2020: $321,694Expenses 2020: $353,987Net Income 2020: -$32,2932020Revenue 2021: $3,086,398Expenses 2021: $257,870Net Income 2021: $2,828,5282021Revenue 2022: -$1,652,256Expenses 2022: $470,953Net Income 2022: -$2,123,2092022Revenue 2023: $1,847,166Expenses 2023: $419,646Net Income 2023: $1,427,5202023Revenue 2024: $1,821,472Expenses 2024: $501,131Net Income 2024: $1,320,3412024

Highlighted filing

2016

Revenue$894,400
Expenses$563,531
Net Income$330,869
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$2,738,231
Mission and Program Overview

Mission

PROGRAM SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,181,213$12,524,757▲ $343,544
Savings and Temporary Cash Investments$309,999$351,083▲ $41,084
Prepaid Expenses and Deferred Charges$39,433$35,817▼ $3,616
Cash and Non-Interest-Bearing Accounts$12,504$33,302▲ $20,798
Accounts Receivable$26,491$29,081▲ $2,590
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$15,566,800$15,882,433▲ $315,633
Other Assets Total$2,997,160$2,908,393▼ $88,767
Liabilities
Other Liabilities$43,895$38,075▼ $5,820
Accounts Payable and Accrued Expenses$12,131$14,840▲ $2,709
Total Liabilities$56,026$52,915▼ $3,111
Net Assets / Fund Balance
Unrestricted Net Assets$14,945,714$15,253,226▲ $307,512
Permanently Rstr Net Assets$565,060$576,292▲ $11,232
Total Net Assets Fund Balance$15,510,774$15,829,518▲ $318,744
Total Liabilities and Net Assets / Fund Balance$15,566,800$15,882,433▲ $315,633

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$467,752$467,752
Equipment-$391,424$391,424
Leasehold Improvements-$5,506$5,506
Other Assets Org$102,100--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Randall L BrillSecretaryPT$64,000$64,000

Board Members and Trustees

NameTitle
John a SchneidmillerChairman
David F BeanDirector
Edwin L DaleDirector
Fulgencio I QuimpoDirector
Melvyn B SteinDirector
Timothy F GreenDirector
Philip JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$114,612
Investment Income
$779,788
Other Revenue
$0
Change in Net Assets
$330,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$499,531
Salaries, Compensation, and Employee Benefits$64,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$82,308--$82,308
Current Officers, Directors, Trustees, and Key Employees---$64,000
Insurance$54,453--$54,453
All Other Expenses$45,635--$45,635
Payments to Affiliates$35,520--$35,520
Office Expenses$20,713--$20,713
Other Expenses$15,249--$15,249
Information Technology$10,838--$10,838
Fees for Service Investment Mgmnt Fees$10,707--$10,707
Fees for Services Accounting$7,380--$7,380
Travel$1,866--$1,866
Total Functional Expenses$499,531$0$0$563,531
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Dues$38,075
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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

“The board of the scottish rite cathedral of san diego inc, whose members are also the finance committee of the ancient & accepted scottish rite bodies of san diego, reviews form 990 to the extent that it agrees to the reviewed financial statements before an officer signs and submits to the internal revenue service.”

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

“In order to avoid any conflict of interest, the existence of such financial interest must be disclosed to the other officers, trustees or committee members present and the person must, after discussion of the transaction, remove him/herself from the meeting and refrain from voting on the transaction in question. Annually, each officer, trustee or committee member must disclose to the valley's personal representative any financial interest that could give rise to conflicts of interest. Each year, the valley's personal representative shall affirm in writing to the orient's sgig/deputy that all disclosures have been made and shall also disclose any financial interest that he/she, the personal representative, may have that could give rise to conflicts of interest. There were no noted conflicts of interest for the year ended december 31, 2016.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite Bodies
EIN
95-0494611
Phone
6192934888
Address
1895 CAMINO DEL RIO SOUTH, SAN DIEGO, CA 92108

Signing Officer

Name
Randall L Brill
Title
Secretary
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randall L Brill
Formed
1965
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Aztec Accountancy Group Inc
Address
1620 Fifth Avenue Ste 325, San Diego, CA 92101
Preparer
Brian R Surratt CPA
Phone
6195440970
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - STATEMENT REGARDING RELATED ORGANIZATION SCHEDULE R:THE SCOTTISH RITE CATHEDRAL OF SAN DIEGO INC., IS AN EXEMPT TITLE-HOLDING CORPORATION, HOLDING TITLE TO THE PROPERTY FOR THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, SOUTHERN JURISDICTION, U.S.A., VALLEY OF SAN DIEGO, AND IT'S COORDINATE BODIES, CONSTITUTING, AND REFERRED TO AS THE "SCOTTISH RITE BODIES OF SAN DIEGO".”

Raw XML AppendixShowing 400 of 437 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/OtherExpensesGrp/Desc0LEASED PERSONNEL SERVICES
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IRS990/OtherExpensesGrp/Desc2FRATERNAL PROGRAMS
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05506
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2102100
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE MEMBERSHIP FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NOTE RECEIVABLE SCOTTISH RITE CATHEDRAL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PAID IN CAPITAL SCOTTISH RITE CATHEDRAL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3STOCK IN SCOTTISH RITE CATHEDRAL, INC.
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0467752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID DUES
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IRS990ScheduleD/TotalLiabilityAmt038075
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - STATEMENT REGARDING RELATED ORGANIZATION SCHEDULE R:THE SCOTTISH RITE CATHEDRAL OF SAN DIEGO INC., IS AN EXEMPT TITLE-HOLDING CORPORATION, HOLDING TITLE TO THE PROPERTY FOR THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, SOUTHERN JURISDICTION, U.S.A., VALLEY OF SAN DIEGO, AND IT'S COORDINATE BODIES, CONSTITUTING, AND REFERRED TO AS THE "SCOTTISH RITE BODIES OF SAN DIEGO".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF THE SCOTTISH RITE CATHEDRAL OF SAN DIEGO INC, WHOSE MEMBERS ARE ALSO THE FINANCE COMMITTEE OF THE ANCIENT & ACCEPTED SCOTTISH RITE BODIES OF SAN DIEGO, REVIEWS FORM 990 TO THE EXTENT THAT IT AGREES TO THE REVIEWED FINANCIAL STATEMENTS BEFORE AN OFFICER SIGNS AND SUBMITS TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ORDER TO AVOID ANY CONFLICT OF INTEREST, THE EXISTENCE OF SUCH FINANCIAL INTEREST MUST BE DISCLOSED TO THE OTHER OFFICERS, TRUSTEES OR COMMITTEE MEMBERS PRESENT AND THE PERSON MUST, AFTER DISCUSSION OF THE TRANSACTION, REMOVE HIM/HERSELF FROM THE MEETING AND REFRAIN FROM VOTING ON THE TRANSACTION IN QUESTION. ANNUALLY, EACH OFFICER, TRUSTEE OR COMMITTEE MEMBER MUST DISCLOSE TO THE VALLEY'S PERSONAL REPRESENTATIVE ANY FINANCIAL INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. EACH YEAR, THE VALLEY'S PERSONAL REPRESENTATIVE SHALL AFFIRM IN WRITING TO THE ORIENT'S SGIG/DEPUTY THAT ALL DISCLOSURES HAVE BEEN MADE AND SHALL ALSO DISCLOSE ANY FINANCIAL INTEREST THAT HE/SHE, THE PERSONAL REPRESENTATIVE, MAY HAVE THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THERE WERE NO NOTED CONFLICTS OF INTEREST FOR THE YEAR ENDED DECEMBER 31, 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956035851
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE STATEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01895 CAMINO DEL RIO SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092108
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0RENT PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SCOTTISH RITE CATHEDRAL OF SAN DIEGO INC
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0894400
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015566800
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015882433
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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
$15,882,433
Liabilities
$52,915
Net assets
$15,829,518
Revenue
$894,400
Expenses
$563,531
Net income
$330,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.03$20.3$1.82$0.50$1.32
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.03$19.0$1.85$0.42$1.43
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.05$17.6$1.65$0.47$2.12
2021Detailed filing. Detailed filing data is available for this year.$19.7$0.03$19.7$3.09$0.26$2.83
2020Detailed filing. Detailed filing data is available for this year.$16.9$0.01$16.9$0.32$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.07$16.9$0.92$0.53$0.39
2018Detailed filing. Detailed filing data is available for this year.$16.6$0.10$16.5$0.95$0.55$0.40
2017Detailed filing. Detailed filing data is available for this year.$16.2$0.08$16.1$0.82$0.56$0.27
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.05$15.8$0.89$0.56$0.33
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.06$15.7$0.95$0.58$0.37
2014Summary only. Only limited summary data is available for this year.$15.5$0.08$15.4$1.19$0.57$0.62
2013Summary only. Only limited summary data is available for this year.$14.8$0.53$14.3$1.12$0.56$0.56
2012Summary only. Only limited summary data is available for this year.$14.2$0.51$13.7$0.99$0.54$0.45
2011Summary only. Only limited summary data is available for this year.$13.8$0.50$13.3$0.77$0.58$0.19
2010Summary only. Only limited summary data is available for this year.$13.6$0.49$13.1$0.54$0.52$0.02