Civic Intelligence

Honolulu Scottish Rite Properties

990 • Fiscal year 2019 • EIN 99-0176294

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 11, 2020

1611 Kewalo StreetHonolulu, HI 96822

(808) 533-2326

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

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

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Net Margin

52nd percentile

15%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$46,224

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2019

Asset Growth

69th percentile

2.1%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

74%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,045,140

Up $42,094 (+2.1%) from 2018

Net Assets

Up

$2,045,140

Up $42,468 (+2.1%) from 2018

Liabilities

Down

$0

Down $373 (-100%) from 2018

Revenue

Up

$281,092

Up $119,200 (+74%) from 2018

Expenses

Up

$238,625

Up $5,659 (+2.4%) from 2018

Net Income

Up

$42,467

Up $113,541 (+160%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,799,275Liabilities 2011: $0Net Assets 2011: $2,799,2752011Assets 2012: $2,627,882Liabilities 2012: $0Net Assets 2012: $2,627,8822012Assets 2013: $2,598,890Liabilities 2013: $1,856Net Assets 2013: $2,597,0332013Assets 2014: $2,479,558Liabilities 2014: $0Net Assets 2014: $2,479,5582014Assets 2015: $2,402,841Liabilities 2015: $564Net Assets 2015: $2,402,2762015Assets 2016: $2,180,700Liabilities 2016: $1,129Net Assets 2016: $2,179,5712016Assets 2017: $2,073,746Liabilities 2017: $0Net Assets 2017: $2,073,7462017Assets 2018: $2,003,046Liabilities 2018: $373Net Assets 2018: $2,002,6722018Assets 2019: $2,045,140Liabilities 2019: $0Net Assets 2019: $2,045,1402019Assets 2020: $2,000,811Liabilities 2020: $0Net Assets 2020: $2,000,8112020Assets 2021: $1,944,917Liabilities 2021: $0Net Assets 2021: $1,944,9172021Assets 2022: $1,405,188Liabilities 2022: $0Net Assets 2022: $1,405,1882022Assets 2023: $1,308,201Liabilities 2023: $0Net Assets 2023: $1,308,2012023Assets 2024: $1,217,807Liabilities 2024: $0Net Assets 2024: $1,217,8072024

Highlighted filing

2019

Assets$2,045,140
Liabilities$0
Net Assets$2,045,140

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: -$37,301Expenses 2011: $211,656Net Income 2011: -$248,9572011Revenue 2012: $61,475Expenses 2012: $232,868Net Income 2012: -$171,3932012Revenue 2013: $185,597Expenses 2013: $216,446Net Income 2013: -$30,8492013Revenue 2014: $108,814Expenses 2014: $226,289Net Income 2014: -$117,4752014Revenue 2015: $151,193Expenses 2015: $228,475Net Income 2015: -$77,2822015Revenue 2016: -$37,221Expenses 2016: $185,483Net Income 2016: -$222,7042016Revenue 2017: $116,545Expenses 2017: $222,369Net Income 2017: -$105,8242017Revenue 2018: $161,892Expenses 2018: $232,966Net Income 2018: -$71,0742018Revenue 2019: $281,092Expenses 2019: $238,625Net Income 2019: $42,4672019Revenue 2020: $85,533Expenses 2020: $288,262Net Income 2020: -$202,7292020Revenue 2021: $239,124Expenses 2021: $250,450Net Income 2021: -$11,3262021Revenue 2022: $42,568Expenses 2022: $312,134Net Income 2022: -$269,5662022Revenue 2023: $84,264Expenses 2023: $275,609Net Income 2023: -$191,3452023Revenue 2024: $117,260Expenses 2024: $250,691Net Income 2024: -$133,4312024

Highlighted filing

2019

Revenue$281,092
Expenses$238,625
Net Income$42,467
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$281,092
Mission and Program Overview

Mission

NONE

To hold property and provide access to net income from that property to the scottish rite bodies of honolulu.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,534,271$1,672,372▲ $138,101
Land, Buildings, and Equipment, Net$171,511$311,882▲ $140,371
Savings and Temporary Cash Investments$272,001$60,886▼ $211,115
Accounts Receivable$25,263--
Total Assets$2,003,046$2,045,140▲ $42,094
Liabilities
Accounts Payable and Accrued Expenses$373--
Total Liabilities$373$0▼ $373
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,002,673$2,045,140▲ $42,467
Total Net Assets Fund Balance$2,002,673$2,045,140▲ $42,467
Total Liabilities and Net Assets / Fund Balance$2,003,046$2,045,140▲ $42,094

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$237,134$746,439$983,573
Equipment$10,874$475,953$486,827
Land$63,874-$63,874
Other Land Buildings$0$32,683$32,683
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lee GordonTreasurer$46,224$46,224

Board Members and Trustees

NameTitle
A James WristonChairman
Fred KuagaiVice-chair
Garry GrahamTrustee
William HolsembackSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$193,203
Other Revenue
$87,889
Change in Net Assets
$42,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$163,125
Grants and Similar Amounts Paid$75,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$75,500
Depreciation Depletion---$30,701
Insurance---$30,182
Fees for Service Investment Mgmnt Fees---$9,681
All Other Expenses---$8,162
Fees for Services Accounting---$3,447
Office Expenses---$2,176
Other Expenses---$450
Total Functional Expenses$0$0$0$238,625
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Honolulu Scottish Rite BodiesHonolulu, HI501 (c) (10)General Support$75,500
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The secretary, treasurer, and chairman review the form 990 in detail followed by the trustees prior to filing.

Form 990, Part VI, Section C, Line 18

The organization makes its form 990 available for public inspection upon request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Honolulu Scottish Rite Properties
EIN
99-0176294
Phone
8085332326
Address
1611 KEWALO STREET, HONOLULU, HI 96822

Signing Officer

Name
Lee Gordon
Title
Treasurer
Phone
8085332326
Signed
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Gordon
Formed
1977
Legal Domicile
Hi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Verity Cpas
Address
1164 BISHOP ST STE 1001, HONOLULU, HI 96813
Preparer
Dustin Verity
Phone
8085465026
Raw XML Appendix347 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SECRETARY, TREASURER, AND CHAIRMAN REVIEW THE FORM 990 IN DETAIL FOLLOWED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238625
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0373
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0373
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02002673
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02045140
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0281092
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0281092
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02003046
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02045140
IRS990/TotReportableCompRltdOrgAmt046224
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01611 KEWALO STREET
IRS990/USAddress/CityNm0HONOLULU
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096822
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IRS990/VotingMembersIndependentCnt05
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08085332326
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HONOLULU SCOTTISH RITE PROPERTIES
ReturnHeader/Filer/BusinessNameControlTxt0HONO
ReturnHeader/Filer/EIN0990176294
ReturnHeader/Filer/PhoneNum08085332326
ReturnHeader/Filer/USAddress/AddressLine1Txt01611 KEWALO STREET
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096822
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.81.112.178
ReturnHeader/FilingSecurityInformation/IPDt02020-08-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0HS
ReturnHeader/FilingSecurityInformation/IPTm020:10:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454462880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VERITY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01164 BISHOP ST STE 1001
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085465026
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUSTIN VERITY
ReturnHeader/ReturnTs02020-08-11T20:10:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.25$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.28$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.31$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.24$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.29$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.28$0.24$0.04
2018Summary only. Only limited summary data is available for this year.$2.00$0.00$2.00$0.16$0.23$0.07
2017Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.12$0.22$0.11
2016Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.04$0.19$0.22
2015Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$0.15$0.23$0.08
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$2.48$0.11$0.23$0.12
2013Summary only. Only limited summary data is available for this year.$2.60$0.00$2.60$0.19$0.22$0.03
2012Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.06$0.23$0.17
2011Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$0.04$0.21$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)2 • $1M-$5M nonprofits