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Nonprofiteer
← STOCKTON SCOTTISH RITE

Form 990 for tax year 2024

Filed by STOCKTON SCOTTISH RITE.

Totals

Total revenue
$277,295
Total expenses
$256,003
Contributions and grants received
$23,719
Grants paid
$30,927
Program service revenue
$0
Investment income
$255,285
Other revenue
-$1,709
Total assets, end of year
$3,921,852
Total liabilities, end of year
$8,684
Net assets or fund balances, end of year
$3,913,168
Program services expenses (Part IX)
$30,927
Management and general expenses
$225,076
Fundraising expenses
$0
Program service expenses (Part III)
$30,927

Program services were 12.1% 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

    $18,240

  • 1f · All other contributions, gifts and grants

    $5,479

  • 3 · Investment income

    total $126,876 · excluded $126,876

  • 7a · Gross sales of assets other than inventory

    securities $1,834,843

  • 7b · Less cost or other basis and sales expenses

    securities $1,706,434

  • 7c · Gain or loss

    securities $128,409

  • 7d · Net gain or loss

    total $128,409 · excluded $128,409

  • 8a · Fundraising events: gross income

    $27,523

  • 8b · Fundraising events: direct expenses

    $29,232

  • 8c · Net income from fundraising events

    total -$1,709 · excluded -$1,709

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,927 · program services $30,927

  • 5 · Compensation of officers, directors and key employees

    total $58,960 · management and general $58,960

  • 10 · Payroll taxes

    total $5,308 · management and general $5,308

  • 11a · Fees: management

    total $23,527 · management and general $23,527

  • 11c · Fees: accounting

    total $8,390 · management and general $8,390

  • 13 · Office expenses

    total $23,640 · management and general $23,640

  • 16 · Occupancy

    total $42,250 · management and general $42,250

  • 19 · Conferences, conventions and meetings

    total $2,951 · management and general $2,951

  • 22 · Depreciation, depletion and amortization

    total $5,123 · management and general $5,123

  • 23 · Insurance

    total $10,856 · management and general $10,856

  • 24a · Other expenses: DEGREE AND HONORS EXPEN

    total $15,518 · management and general $15,518

  • 24b · Other expenses: UTILITIES

    total $13,121 · management and general $13,121

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $7,410 · management and general $7,410

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $5,046 · management and general $5,046

  • 24e · All other expenses

    total $2,976 · management and general $2,976

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,381 · end of year $50,245

  • 10a · Land, buildings and equipment: cost or other basis

    $58,695

  • 10b · Land, buildings and equipment: accumulated depreciation

    $42,847

  • 10c · Land, buildings and equipment, net

    beginning of year $9,755 · end of year $15,848

  • 11 · Investments: publicly traded securities

    beginning of year $3,813,034 · end of year $3,848,014

  • 15 · Other assets

    beginning of year $7,745 · end of year $7,745

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,192 · end of year $8,684

  • 27 · Net assets without donor restrictions

    beginning of year $3,839,723 · end of year $3,913,168

Mission and programs · 2024

Mission

FRATERNAL AND SCOTTISH RITE CHARITIES

  • SUPPORT OF SCOTTISH RITE ALMONER'S

    Expenses $25,704 · Grants $25,704

  • SUPPORT OF THE SCOTTISH RITE LANGUAGE DISORDER CENTER

    Expenses $5,223 · Grants $5,223

As filed on the 2024 return.

Listed in Part VII

  • Roger Moore

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Steve Hauber

    SECRETARY

    Total calculated
    $31,000
    From this org
    $31,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Rodney Owen

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Richard Garcia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • John Baker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349325653

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