Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction
- Assets
- $3.7m
- Revenue
- $211.5k
- Investments
- $0.0
- Employees
- 1
- Location
- Sacramento, CA
- Founding
- 09/1940
- Data as of
- 12/2021
- EIN
- 94-0850290
Organization Overview
Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction is located in Sacramento, CA. The organization was established in 1940. According to its NTEE Classification (Y40) the organization is classified as: Fraternal Societies, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction is a 501(c)(10) and as such, is described as a "Domestic Fraternal Society and/or Association" by the IRS.
For the year ending 12/2021, Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction generated $211.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.1%) each year. All expenses for the organization totaled $181.8k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (8.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FRATERNAL ORGANIZATION
Describe the Organization's Program Activity:
Part 3 - Line 4a
FOSTERING MEMBERSHIP BROTHERHOOD, SUPPORT OF CA SCOTTISH RITE FOUNDATION & SCOTTISH RITE LANGUAGE CLINCS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Anderson Secretary | OfficerTrustee | 15 | $15,700 |
David Sokol Ven. Master | OfficerTrustee | 1 | $0 |
Mario Balbiani Personal Rep | OfficerTrustee | 15 | $0 |
Maury Hicks Officer | OfficerTrustee | 1 | $0 |
Jeffrey R Born Treasurer | OfficerTrustee | 5 | $0 |
Steven Brown Officer | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $98,256 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $30,403 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $128,659 |
| Total Program Service Revenue | $0 |
| Investment income | $52,760 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $30,023 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $211,546 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $32,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $15,700 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $9,396 |
| Payroll taxes | $1,279 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,272 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $10,493 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $2,765 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $29,616 |
| Travel | $2,192 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,697 |
| Interest | $0 |
| Payments to affiliates | $24,756 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $8,364 |
| All other expenses | $11,061 |
| Total functional expenses | $181,774 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $617 |
| Savings and temporary cash investments | $182,707 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $8,715 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $3,500 |
| Prepaid expenses and deferred charges | $30,820 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,552,563 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $907,458 |
| Total assets | $3,686,380 |
| Accounts payable and accrued expenses | $16,586 |
| Grants payable | $26,750 |
| Deferred revenue | $52,350 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $95,686 |
| Net assets without donor restrictions | $2,662,458 |
| Net assets with donor restrictions | $928,236 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,686,380 |
Endowment Analysis
| Beg. Balance | $78,410 |
| Ending Balance | $78,410 |
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