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← ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA

Form 990 for tax year 2024

Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA.

Totals

Total revenue
$148,888
Total expenses
$152,999
Contributions and grants received
$11,604
Grants paid
$28,460
Program service revenue
$14,108
Investment income
$122,497
Other revenue
$679
Total assets, end of year
$2,457,617
Total liabilities, end of year
$84
Net assets or fund balances, end of year
$2,457,533
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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

    $6,777

  • 1f · All other contributions, gifts and grants

    $4,827

  • 2a · Program service revenue: MEMBERSHIP DUES & FEES

    total $12,708 · related or exempt $12,708

  • 2b · Program service revenue: CANDIDATE APPLICATIONS

    total $1,400 · related or exempt $1,400

  • 3 · Investment income

    total $71,912 · excluded $71,912

  • 7a · Gross sales of assets other than inventory

    securities $889,385

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

    securities $838,800

  • 7c · Gain or loss

    securities $50,585

  • 7d · Net gain or loss

    total $50,585 · excluded $50,585

  • 11a · Other revenue: OTHER INCOME

    total $679 · excluded $679

  • 11e · Other revenue, total

    $679

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,460

  • 5 · Compensation of officers, directors and key employees

    total $25,200

  • 10 · Payroll taxes

    total $2,362

  • 11c · Fees: accounting

    total $2,470

  • 11g · Fees: other

    total $3,073

  • 13 · Office expenses

    total $1,371

  • 14 · Information technology

    total $2,770

  • 16 · Occupancy

    total $13,100

  • 19 · Conferences, conventions and meetings

    total $159

  • 23 · Insurance

    total $2,796

  • 24a · Other expenses: VALLEY PROGRAMS

    total $40,592

  • 24b · Other expenses: KITCHEN AND MEAL COSTS

    total $27,798

  • 24c · Other expenses: GENERAL MEMBERSHIP

    total $1,871

  • 24d · Other expenses: SUPREME COUNCIL TRANSAC

    total $790

  • 24e · All other expenses

    total $187

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $38,067 · end of year $48,686

  • 11 · Investments: publicly traded securities

    beginning of year $2,273,334 · end of year $2,408,931

  • 17 · Accounts payable and accrued expenses

    beginning of year $84 · end of year $84

  • 27 · Net assets without donor restrictions

    beginning of year $2,311,317 · end of year $2,457,533

Mission and programs · 2024

Mission

THE VALLEY OF SANTA ROSA OPERATES EXCLUSIVELY AS A SUBORDINATE ORGANIZATION OF THE SCOTTISH RITE OF FREEMASONRY, SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION, LOCATED IN WASHINGTON DC. OUR VALLEY IS A DOMESTIC FRATERNAL ORDER, WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.

Activities or mission (Part I)

FOSTERING A COMMUNITY COMMITTED TO PERSONAL GROWTH AND PHILANTHROPY.

  • THE LODGE IS DELICATED FOSTERING A COMMUNITY COMMITTED TO PERSONAL GROWTH AND PHILANTHROPY. THROUGH VARIOUS PROGRAMS AND EDUCATIONAL RESOURCES, THE LOADGE AIMS TO SUPPORT ITS MEMBERS AND THE BROADER COMMUNITY. THE LODGE CONDUCTS MONTHLY BUSINESS MEETINGS AND DEVOTES 60% OF THEIR TIME IN MEMBER MEETINGS WHERE THEY DISCUSS ITS OPERATIONS AND CHARITABLE ACTIVITIES.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Eugene Jeanne

    GENERAL SECRETARY

    Total calculated
    $16,800
    From this org
    $16,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Jeffrey M Schloo

    ASSISTANT SECRETARY

    Total calculated
    $8,400
    From this org
    $8,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Richard Fonseca

    PERSONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    20

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
202533219349326583

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