Form 990 for tax year 2022
Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION.
Totals
- Total revenue
- $230,300
- Total expenses
- $223,340
- Contributions and grants received
- $153,057
- Grants paid
- $33,000
- Program service revenue
- $0
- Investment income
- $65,267
- Other revenue
- $11,976
- Total assets, end of year
- $3,110,819
- Total liabilities, end of year
- $72,987
- Net assets or fund balances, end of year
- $3,037,832
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$94,199
-
1f · All other contributions, gifts and grants
$58,858
-
3 · Investment income
total $52,584 · excluded $52,584
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $136,798
-
7b · Less cost or other basis and sales expenses
securities $124,115
-
7c · Gain or loss
securities $12,683
-
7d · Net gain or loss
total $12,683 · excluded $12,683
-
8a · Fundraising events: gross income
$36,367
-
8b · Fundraising events: direct expenses
$24,411
-
8c · Net income from fundraising events
total $11,956 · excluded $11,956
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $20 · excluded $20
-
11e · Other revenue, total
$20
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $33,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $18,600
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $18,930
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $11,105
-
10 · Payroll taxes
total $2,960
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $3,600
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $9,818
-
11g · Fees: other
total $514
-
12 · Advertising and promotion
total $1,036
-
13 · Office expenses
total $2,690
-
14 · Information technology
total $866
-
15 · Royalties
total $0
-
16 · Occupancy
total $30,000
-
17 · Travel
total $1,895
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,588
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $25,578
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $8,357
-
24a · Other expenses: Printing and Publications
total $12,605
-
24b · Other expenses: SPECIAL EVENTS
total $11,932
-
24c · Other expenses: CHARITY AND MEMBER WELFARE
total $8,680
-
24d · Other expenses: REUNION CLASS/DEGREES
total $7,128
-
24e · All other expenses
total $11,458
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $617 · end of year $336
-
2 · Savings and temporary cash investments
beginning of year $182,707 · end of year $128,673
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $8,715 · end of year $9,808
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $3,500 · end of year $3,500
-
9 · Prepaid expenses and deferred charges
beginning of year $30,820 · end of year $308
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,552,563 · end of year $2,159,123
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $907,458 · end of year $809,071
-
17 · Accounts payable and accrued expenses
beginning of year $16,586 · end of year $5,172
-
18 · Grants payable
beginning of year $26,750 · end of year $26,750
-
19 · Deferred revenue
beginning of year $52,350 · end of year $41,065
-
27 · Net assets without donor restrictions
beginning of year $2,662,458 · end of year $2,224,819
-
28 · Net assets with donor restrictions
beginning of year $928,236 · end of year $813,013
Mission and programs · 2022
Mission
Fraternal Organization
-
FOSTERING MEMBERSHIP BROTHERHOOD, SUPPORT OF CA SCOTTISH RITE FOUNDATION & SCOTTISH RITE LANGUAGE CLINCS.
As filed on the 2022 return.
Listed in Part VII
-
David AndersonDAVID ANDERSON
Secretary
- Total calculated
- $18,600
- From this org
- $18,600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 15
-
Jeffrey R BornJEFFREY R BORN
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Mike PerryMIKE PERRY
VEN. MASTER
- Total calculated
- $0
- Hours/week
- 1
-
Mario BalbianiMARIO BALBIANI
PERSONAL REP
- Total calculated
- $0
- Hours/week
- 15
-
Andrew GrajedaANDREW GRAJEDA
OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
Grant CoffinGRANT COFFIN
OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
Robert MorrisonROBERT MORRISON
OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
Frank LouiFRANK LOUI
Deputy SGIG
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)2 · TITLE HOLDING COMPANY · CA
-
CALIFORNIA SCOTTISH RITE FOUNDATION
501(C)(3) · PHILANTHROPIC ORGANIZATION · CA
-
SUPREME COUNCIL A&A SCOTTISH RITE SJ USA
501(c)(10) · FRATERNAL ORGANIZATION · DC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343199349318589
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.