Civic Intelligence

Scottish Rite Properties Of

990 • Fiscal year 2021 • EIN 95-6058917

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 08, 2022

Organization ProfileN/A
16 E Carrillo StSanta Barbara, CA 93101

(805) 965-6100

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Net Margin

75th percentile

65%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

6.2%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

522%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,504,916

Up $146,773 (+6.2%) from 2020

Net Assets

Up

$2,504,916

Up $146,773 (+6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin75th percentile

Revenue

Up

$224,781

Up $188,641 (+522%) from 2020

Expenses

Up

$78,008

Up $24,554 (+46%) from 2020

Net Income

Up

$146,773

Up $164,087 (+948%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $1,801,210Liabilities 2012: $0Net Assets 2012: $1,801,2102012Assets 2013: $1,873,515Liabilities 2013: $0Net Assets 2013: $1,873,5152013Assets 2014: $1,954,793Liabilities 2014: $0Net Assets 2014: $1,954,7932014Assets 2015: $2,014,877Liabilities 2015: $0Net Assets 2015: $2,014,8772015Assets 2016: $2,063,964Liabilities 2016: $0Net Assets 2016: $2,063,9642016Assets 2017: $2,172,335Liabilities 2017: $0Net Assets 2017: $2,172,3352017Assets 2018: $2,322,264Liabilities 2018: $0Net Assets 2018: $2,322,2642018Assets 2019: $2,375,457Liabilities 2019: $0Net Assets 2019: $2,375,4572019Assets 2020: $2,358,143Liabilities 2020: $0Net Assets 2020: $2,358,1432020Assets 2021: $2,504,916Liabilities 2021: $0Net Assets 2021: $2,504,9162021Assets 2022: $2,524,503Liabilities 2022: $0Net Assets 2022: $2,524,5032022Assets 2023: $2,586,523Liabilities 2023: $0Net Assets 2023: $2,586,5232023Assets 2024: $2,770,259Liabilities 2024: $1Net Assets 2024: $2,770,2582024

Highlighted filing

2021

Assets$2,504,916
Liabilities$0
Net Assets$2,504,916
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $63,026Expenses 2012: $59,532Net Income 2012: $3,4942012Revenue 2013: $108,531Expenses 2013: $36,226Net Income 2013: $72,3052013Revenue 2014: $139,667Expenses 2014: $58,389Net Income 2014: $81,2782014Revenue 2015: $105,973Expenses 2015: $45,889Net Income 2015: $60,0842015Revenue 2016: $96,239Expenses 2016: $47,152Net Income 2016: $49,0872016Revenue 2017: $174,243Expenses 2017: $65,872Net Income 2017: $108,3712017Revenue 2018: $207,416Expenses 2018: $57,487Net Income 2018: $149,9292018Revenue 2019: $116,364Expenses 2019: $63,171Net Income 2019: $53,1932019Revenue 2020: $36,140Expenses 2020: $53,454Net Income 2020: -$17,3142020Revenue 2021: $224,781Expenses 2021: $78,008Net Income 2021: $146,7732021Revenue 2022: $100,244Expenses 2022: $80,657Net Income 2022: $19,5872022Revenue 2023: $171,946Expenses 2023: $109,926Net Income 2023: $62,0202023Revenue 2024: $292,624Expenses 2024: $108,889Net Income 2024: $183,7352024

Highlighted filing

2021

Revenue$224,781
Expenses$78,008
Net Income$146,773
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 8, 2022
Return Version
2021v4.0
Gross Receipts
$770,765
Mission and Program Overview

Mission

Fraternal Charitable and Educational Activities with Other Affiliated Scottish Rite Organizations of Santa Barbara

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,358,143$2,504,916▲ $146,773
Investments in Publicly Traded Securities$2,337,829$2,477,664▲ $139,835
Land, Buildings, and Equipment, Net$16,800$16,800→ $0
Cash and Non-Interest-Bearing Accounts-$10,452-
Savings and Temporary Cash Investments$3,514$0▼ $3,514
Accounts Receivable-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,358,143$2,504,916▲ $146,773
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,358,143$2,504,916▲ $146,773
Total Liabilities and Net Assets / Fund Balance$2,358,143$2,504,916▲ $146,773

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,396-$15,396
Land$1,404-$1,404
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Maurice SourmanyPresident
JC KnappVice President
Floyd GriffinSecretary
Scott WenzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$224,781
Other Revenue
$0
Change in Net Assets
$146,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$49,508
Fees for Service Investment Mgmnt Fees---$23,408
Insurance---$3,401
Other Expenses---$971
Fees for Services Accounting---$720
Total Functional Expenses$0$0$0$78,008
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Scottish Rite Properties Of
EIN
95-6058917
Phone
8059656100
Address
16 E Carrillo St, Santa Barbara, CA 93101

Signing Officer

Name
Maurice Sourmany
Title
President
Signed
2022-07-08
Discuss with paid preparer
Yes

Organization Details

Formed
1931
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Sheryl Iles-Brunk CPA
Address
5951 Encina Rd Suite 205, Santa Barbara, CA 93117
Preparer
Sheryl Iles-Brunk CPA
Phone
8056834981
Raw XML Appendix297 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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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sourmany
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$2,504,916
Liabilities
$0
Net assets
$2,504,916
Revenue
$224,781
Expenses
$78,008
Net income
$146,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.29$0.11$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.17$0.11$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.10$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.22$0.08$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.04$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.12$0.06$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.21$0.06$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.17$0.07$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.10$0.05$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.11$0.05$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.14$0.06$0.08
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.11$0.04$0.07
2012Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00