Stockton Scottish Rite
- Assets
- $3.8m
- Revenue
- $181.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Stockton, CA
- Founding
- 09/1940
- Data as of
- 12/2023
- EIN
- 94-0902815
Organization Overview
Stockton Scottish Rite is located in Stockton, 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. Stockton Scottish Rite 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 12/2023, Stockton Scottish Rite generated $181.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.8% each year. All expenses for the organization totaled $205.7k during the year ending 12/2023. While expenses have increased by 10.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
FRATERNAL AND SCOTTISH RITE CHARITIES
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUPPORT OF THE SCOTTISH RITE LANGUAGE DISORDER CENTER
SUPPORT OF SCOTTISH RITE ALMONER'S
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roger Moore President | OfficerTrustee | 5 | $0 |
Steve Hauber Secretary | OfficerTrustee | 10 | $24,000 |
Rodney Owen Treasurer | OfficerTrustee | 5 | $0 |
Richard Garcia Board Member | Trustee | 5 | $0 |
John Baker Board Member | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $19,075 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,039 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $22,114 |
| Total Program Service Revenue | $0 |
| Investment income | $111,899 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $59,443 |
| Net Income from Fundraising Events | -$12,464 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $180,992 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,100 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $48,960 |
| Compensation of current officers, directors, key employees. | $48,960 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,075 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $22,376 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $36,334 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $42,000 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $541 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $9,793 |
| Insurance | $12,444 |
| All other expenses | $1,676 |
| Total functional expenses | $205,721 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $15,381 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $9,755 |
| Investments—publicly traded securities | $3,813,034 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $7,745 |
| Total assets | $3,845,915 |
| Accounts payable and accrued expenses | $6,192 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $6,192 |
| Net assets without donor restrictions | $3,839,723 |
| Net assets with donor restrictions | $0 |
| 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 | $3,845,915 |
Grants Awarded
Over the last fiscal year, Stockton Scottish Rite has awarded $12,519 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
STOCKTON SCOTTISH RITE ALMONERS WAREHOUSE INC PURPOSE: CONTRIBUTIONS ARE MADE TO ASSIST THE ENTITY WITH REHABILITATING MEDICAL EQUIPMENT TO BE USED BY THOSE IN FINANCIAL NEED. | $7,339 |
CALIFORNIA SCOTTISH RITE FOUNDATION - LANGUAGE CENTER PURPOSE: CONTRIBUTIONS ARE MADE TO ASSIST ORGANIZATION WITH PURPOSE OF ASSISTING CHILDREN WITH LANGUAGE, LITERACY AND EDUCATION PROGRAMS. | $5,180 |