Civic Intelligence

Ancient & Accepted Scottish Rite Bodies of San Diego

990 • Fiscal year 2017 • EIN 95-0494611

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 30, 2018

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.10x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$62,802

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

40th percentile

1.8%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-7.9%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$16,174,317

Up $291,884 (+1.8%) from 2016

Net Assets

Up

$16,095,673

Up $266,155 (+1.7%) from 2016

Liabilities

Up

$78,644

Up $25,729 (+49%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin82nd percentile

Revenue

Down

$823,615

Down $70,785 (-7.9%) from 2016

Expenses

Down

$557,460

Down $6,071 (-1.1%) from 2016

Net Income

Down

$266,155

Down $64,714 (-20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$16,174,317
Liabilities$78,644
Net Assets$16,095,673
Open 2017 Filing

Operations Trend

Revenue Growth19th 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

2017

Revenue$823,615
Expenses$557,460
Net Income$266,155
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 30, 2018
Return Version
2017v2.2
Gross Receipts
$2,824,895
Mission and Program Overview

Mission

PROGRAM SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,524,757$12,578,905▲ $54,148
Savings and Temporary Cash Investments$351,083$566,847▲ $215,764
Cash and Non-Interest-Bearing Accounts$33,302$73,330▲ $40,028
Prepaid Expenses and Deferred Charges$35,817$38,817▲ $3,000
Accounts Receivable$29,081$5,688▼ $23,393
Land, Buildings, and Equipment, Net-$1,380-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$15,882,433$16,174,317▲ $291,884
Other Assets Total$2,908,393$2,909,350▲ $957
Liabilities
Other Liabilities$38,075$71,534▲ $33,459
Accounts Payable and Accrued Expenses$14,840$7,110▼ $7,730
Total Liabilities$52,915$78,644▲ $25,729
Net Assets / Fund Balance
Unrestricted Net Assets$15,253,226$15,518,423▲ $265,197
Permanently Rstr Net Assets$576,292$577,250▲ $958
Total Net Assets Fund Balance$15,829,518$16,095,673▲ $266,155
Total Liabilities and Net Assets / Fund Balance$15,882,433$16,174,317▲ $291,884

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$467,752$467,752
Equipment$1,380$391,492$392,872
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$62,802$62,802

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
$85,326
Investment Income
$738,289
Other Revenue
$0
Change in Net Assets
$266,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$494,658
Salaries, Compensation, and Employee Benefits$62,802
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$84,725--$84,725
Current Officers, Directors, Trustees, and Key Employees---$62,802
Other Expenses$29,275--$29,275
Office Expenses$23,041--$23,041
Fees for Services Other$22,562--$22,562
All Other Expenses$22,130--$22,130
Fees for Service Investment Mgmnt Fees$11,636--$11,636
Information Technology$8,980--$8,980
Fees for Services Accounting$7,080--$7,080
Travel$3,454--$3,454
Depreciation Depletion---$68
Total Functional Expenses$494,590$0$0$557,460
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
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$71,534
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, 2017.”

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
2018-09-30
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 432 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/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LEASED PERSONNEL SERVICES
IRS990/OtherExpensesGrp/Desc1BULLETIN
IRS990/OtherExpensesGrp/Desc2PER CAPITA TAX
IRS990/OtherExpensesGrp/Desc3FRATERNAL PROGRAMS
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IRS990/OtherExpensesGrp/ProgramServicesAmt234588
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0576292
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0577250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035817
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IRS990/PrincipalOfficerNm0RANDALL L BRILL
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IRS990/PYRevenuesLessExpensesAmt0330869
IRS990/PYSalariesCompEmpBnftPaidAmt064000
IRS990/PYTotalExpensesAmt0563531
IRS990/PYTotalRevenueAmt0894400
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0266155
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0351083
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01380
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0391492
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0392872
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05506
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05506
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0577250
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12230000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2102100
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE MEMBERSHIP FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PAID IN CAPITAL SCOTTISH RITE CATHEDRAL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2STOCK IN SCOTTISH RITE CATHEDRAL, INC.
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0467752
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0467752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071534
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID DUES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01380
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02909350
IRS990ScheduleD/TotalLiabilityAmt071534
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, 2017.
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/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SCOTTISH RITE CATHEDRAL OF SAN DIEGO INC
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
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt084725
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0RENT PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SCOTTISH RITE CATHEDRAL OF SAN DIEGO INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0k
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt016174317
IRS990/TotalAssetsGrp/BOYAmt015882433
IRS990/TotalAssetsGrp/EOYAmt016174317
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0494590
IRS990/TotalFunctionalExpensesGrp/TotalAmt0557460
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052915
IRS990/TotalLiabilitiesEOYAmt078644
IRS990/TotalLiabilitiesGrp/BOYAmt052915
IRS990/TotalLiabilitiesGrp/EOYAmt078644
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015829518
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016095673
IRS990/TotalProgramServiceRevenueAmt085326
IRS990/TotalReportableCompFromOrgAmt062802
IRS990/TotalRevenueGrp/ExclusionAmt0738289
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt085326
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0823615
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015882433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016174317
IRS990/TravelGrp/ProgramServicesAmt03454
IRS990/TravelGrp/TotalAmt03454
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt015253226
IRS990/UnrestrictedNetAssetsGrp/EOYAmt015518423
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01895 CAMINO DEL RIO SOUTH
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,174,317
Liabilities
$78,644
Net assets
$16,095,673
Revenue
$823,615
Expenses
$557,460
Net income
$266,155
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