Stockton Scottish Rite
- Assets
- $4.3m
- Revenue
- $238.8k
- Investments
- $0.0
- Employees
- 0
- Location
- Stockton, CA
- Founding
- 09/1940
- Data as of
- 12/2021
- 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 12/2021, Stockton Scottish Rite generated $238.8k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.6% each year . All expenses for the organization totaled $106.9k during the year ending 12/2021. While expenses have increased by 1.3% 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
2021
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
SUPPORT OF YOUTH ACTIVITIES OF STOCKTON BETHEL JOBS DAUGHTERS FROM JOHNSON FUND
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Greg Niskanen Secretary | OfficerTrustee | 10 | $24,000 |
Roger Moore President | OfficerTrustee | 5 | $0 |
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 | $28,701 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,225 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $29,926 |
| Total Program Service Revenue | $0 |
| Investment income | $77,435 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $137,443 |
| Net Income from Fundraising Events | -$5,960 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $238,844 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $12,819 |
| 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. | $24,000 |
| Compensation of current officers, directors, key employees. | $24,000 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $4,842 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,230 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $24,233 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $8,622 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $8,706 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,661 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $4,282 |
| All other expenses | $1,631 |
| Total functional expenses | $106,861 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $80,948 |
| 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 | $0 |
| Investments—publicly traded securities | $4,197,035 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $7,254 |
| Total assets | $4,285,237 |
| Accounts payable and accrued expenses | $95 |
| 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 | $95 |
| Net assets without donor restrictions | $4,285,142 |
| 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 | $4,285,237 |
Grants Awarded
Over the last fiscal year, Stockton Scottish Rite has awarded $12,519 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Stockton, CA PURPOSE: CONTRIBUTIONS ARE MADE TO ASSIST THE ENTITY WITH REHABILITATING MEDICAL EQUIPMENT TO BE USED BY THOSE IN FINANCIAL NEED. | $7,339 |
Santa Ana, CA PURPOSE: CONTRIBUTIONS ARE MADE TO ASSIST ORGANIZATION WITH PURPOSE OF ASSISTING CHILDREN WITH LANGUAGE, LITERACY AND EDUCATION PROGRAMS. | $5,180 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Stockton Scottish Rite has recieved totaling $5,350.
| Awarding Organization | Amount |
|---|---|
Community Foundation Of San Joaquin Inc Stockton, CA PURPOSE: GENERAL SUPPORT | $5,350 |
Endowment Analysis
| Beg. Balance | $280,844 |
| Earnings | $26,381 |
| Admin Expense | $2,511 |
| Ending Balance | $304,714 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Dyno Nobel Inc & Distributors Veba 2 Phoenix, AZ | $2,671,529 | $20,358,521 |
Luso-American Financial A Fraternal Benefit Society Dublin, CA | $136,150,844 | $14,039,396 |
Portuguese Fraternal Society Of America Modesto, CA | $149,922,500 | $13,670,084 |
Hawaii Masons Vacation And Holiday Trust Fund Honolulu, HI | $7,375,803 | $7,343,347 |
Ancient Free & Accepted Masons Of Oregon Grand Lodge Forest Grove, OR | $20,779,565 | $4,514,627 |
Independent Order Of Odd Fellows San Jose, CA | $27,954,687 | $1,196,940 |
Elks Youth Eye Service Portland, OR | $64,197,376 | $5,570,130 |
Benevolent & Protective Order Of Elks Of The Usa Palo Alto, CA | $23,551,721 | $1,271,838 |
Independent Order Of Odd Fellows Gilroy, CA | $23,232,958 | $2,466,273 |
American Gold Star Home Long Beach, CA | $15,817,424 | $623,721 |
Benevolent & Protective Order Of Elks Of The Usa Phoenix, AZ | $4,666,676 | $781,201 |
Vacaville Masonic Hall Association Vacaville, CA | $7,433 | $749,517 |