Form 990 for tax year 2022
Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION.
Totals
- Total revenue
- -$663,865
- Total expenses
- $179,722
- Contributions and grants received
- $896
- Grants paid
- $0
- Program service revenue
- $7,398
- Investment income
- -$672,159
- Other revenue
- $0
- Total assets, end of year
- $3,860,633
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,860,633
- Program services expenses (Part IX)
- $90,692
- Management and general expenses
- $89,030
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 50.5% 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
$896
-
2a · Program service revenue: MEMBERSHIPS DUES
total $7,398 · related or exempt $7,398
-
3 · Investment income
total -$826,856 · related or exempt -$826,856
-
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 $2,233,455
-
7b · Less cost or other basis and sales expenses
securities $2,078,758
-
7c · Gain or loss
securities $154,697
-
7d · Net gain or loss
total $154,697 · related or exempt $154,697
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
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 $45,000 · program services $22,500 · management and general $22,500
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,020 · program services $510 · management and general $510
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $4,527 · program services $2,264 · management and general $2,263
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $13,098 · program services $6,549 · management and general $6,549
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $378 · program services $189 · management and general $189
-
13 · Office expenses
total $810 · program services $405 · management and general $405
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $44,850 · program services $22,425 · management and general $22,425
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,002 · program services $2,501 · management and general $2,501
-
24a · Other expenses: 100TH ANNIVERSARY
total $29,162 · program services $14,581 · management and general $14,581
-
24b · Other expenses: Printing and Publications
total $10,227 · program services $5,114 · management and general $5,113
-
24c · Other expenses: SUPREME COUNCIL PER CAPITA
total $4,269 · program services $2,135 · management and general $2,134
-
24d · Other expenses: DEGREE EXPENSES
total $2,710 · program services $1,355 · management and general $1,355
-
24e · All other expenses
total $18,669 · program services $10,164 · management and general $8,505
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $284,005 · end of year $202,440
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
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
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$223,983
-
10b · Land, buildings and equipment: accumulated depreciation
$223,983
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $4,379,865 · end of year $1,843,843
-
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 $40,350 · end of year $1,814,350
-
27 · Net assets without donor restrictions
beginning of year $4,704,220 · end of year $3,860,633
Mission and programs · 2022
Mission
BURLINGAME BODIES ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY IS A FRATERNAL ORGANIZATION WHOSE DEGREES IMPRESS UPON ITS MEMBERS THE PRACTICE OF THE SOCIAL AND MORAL VIRTUES, URGES PARTICIPATION IN ITS LOCAL COMMUNITY, SUPPORTS MASONIC YOUTH GROUPS, SUPPORTS PUBLIC EDUCATION WITH A SCHOLARSHIP PROGRAM AND SUPPORTS VARIOUS CHARITIES INCLUDING THE SCOTTISH RITE CENTER FOR CHILDHOOD LANGUAGE AND SPEECH DISORDERS WHICH FURNISHES FREE LANGUAGE AND SPEECH THERAPY TO CHILDREN REGARDLESS OF RACE, COLOR OR CREED.
Activities or mission (Part I)
SEE SCHEDULE O
-
THE ORGANIZATION HOLDS EVENTS TO PROMOTE CHARITABLE CONTRIBUTIONS TO THE SAN FRANCISCO/BURLINGAME CHILD LANGUAGE CENTER, MAKES CONTRIBUTIONS TO THAT CENTER, PROVIDES RELIEF TO ITS MEMBERS, SPONSORS EDUCATIONAL PROGRAMS FOR ITS MEMBER AND THE PUBLIC, AND PROMOTES THE GENERAL WELFARE OF FREEMASONRY IN SAN MATEO COUNTY.
As filed on the 2022 return.
Listed in Part VII
-
David D JonesDAVID D JONES
Treasurer
- Total calculated
- $22,500
- From this org
- $22,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
David JolliffeDAVID JOLLIFFE
Secretary
- Total calculated
- $22,500
- From this org
- $22,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Marty CusingMARTY CUSING
PERSONAL REP
- Total calculated
- $0
- Hours/week
- 10
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313109349303616
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