Ancient & Accepted Scottish Rite Bodies

Tax-deductible

San Diego, CACemetery / fraternalEIN 95-0494611

The organization's mission is to provide program services to its members to help them achieve a better way of life.

Tax-exempt charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $684K a year · 63% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$32K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
-1% vs prior year
Spent
$501K
To programs
100%
Net assets
$20.3M
By yearFY2020–FY2024
Revenue
$1.8M
FY2024▼ -1%
Revenue by fiscal year
FY2020$322K
FY2021$3.1M
FY2022−$1.7M
FY2023$1.8M
FY2024$1.8M
Expenses
$501K
FY2024▲ +19%
Expenses by fiscal year
FY2020$354K
FY2021$258K
FY2022$471K
FY2023$420K
FY2024$501K
Net assets
$20.3M
FY2024▲ +7%
Net assets by fiscal year
FY2020$16.9M
FY2021$19.7M
FY2022$17.6M
FY2023$19.0M
FY2024$20.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $501K

Form 990 Part IX, line 25. Every line is in By the numbers.

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2021
Fulgencio I Quimpo$62,000$61,866

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps members achieve a better way of life through program services.

Provided by the organization

This section is blank until Ancient & Accepted Scottish Rite Bodies claims this page.

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1 program service, described in the organization's own filed words · FY2024.
01

The scottish rite bodies is a fraternal association organized for thepurpose of helping its members achieve a better way of life, andthrough the conferral of its degrees, aid in mankinds moral,spiritual and intellectual development. As of the year ended DECEMBER31, 2021 there was a membership count of 1,724.

Pt IX · col B

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Investment incomeLn 3$989K
Other incomeLn 4–11$654K
Gifts and grantsLn 1h$125K
Money outPt IX
$501K
Ln 25
Programscol B$501K
Owns and owesPt X
$20.3M
net assets · Ln 32
Cash and savingsLn 1–2$214K
Total assetsLn 16$20.3M
LiabilitiesLn 26$32K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$125K
Fees for servicesLn 2g$54K
Investment incomeLn 3$989K
Other incomeLn 4–11$654K
Gains on assetsLn 7$46K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$1K
SavingsLn 2$213K
Cash and savings togetherLn 1–2$214K
InvestmentsLn 11–13$12.8M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$7.3M
Total assetsLn 16$20.3M
LiabilitiesLn 26$32K
Net assetsLn 32$20.3M
OperationsPt I, VI
EmployeesI 55
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.3M$214K
InvestmentsLn 11–13$12.7M$12.8M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$19.0M$20.3M
LiabilitiesLn 26$33K$32K
Net assetsLn 32$19.0M$20.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$62K$62K
Pay of disqualified personsLn 6$77K$77K
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$15K$15K
Payroll taxesLn 10$0
Management feesLn 11a$16K$16K
Legal feesLn 11b$0
Accounting feesLn 11c$17K$17K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$8K$8K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$194K$194K
All other expensesLn 24e$108K$108K
Total functional expensesLn 25$501K$501K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.8M$501K$1.3M$20.3M 990 PDF
FY2023 $1.8M$420K$1.4M$19.0M 990 PDF
FY2022 −$1.7M$471K−$2.1M$17.6M 990 PDF
FY2021 $3.1M$258K$2.8M$19.7M 990 PDF
FY2020 $322K$354K−$32K$16.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $1,821,472 across 10 lines filed
VIII-1f All other contributions, gifts and grants$124,907
VIII-1h Total contributions, gifts and grants$124,907
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $54,256$54,256
VIII-3 Investment incomeRelated to mission $942,219$942,219
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $46,485$46,485
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $653,605$653,605
VIII-12 Total revenueRelated to mission $1,696,565$1,821,472
Part IX · Statement of functional expenses $501,131 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $62,000$62,000
IX-6 Pay of disqualified personsPrograms $77,051$77,051
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $15,451$15,451
IX-10 Payroll taxes$0
IX-11a Management feesPrograms $16,047$16,047
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $16,963$16,963
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $8,036$8,036
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $3,802$3,802
IX-24 Other expenses (24a–d)Programs $194,143$194,143
IX-24e All other expensesPrograms $107,638$107,638
IX-25 Total functional expensesPrograms $501,131 · Management $0 · Fundraising $0$501,131
Part X · Balance sheet $20,342,544 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $707,678$1,225
X-2 Savings and temporary cash investmentsStart of year $1,635,014$212,764
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $78,645$43,350
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $40,461$42,599
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $12,689,406$12,753,140
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $3,872,394$7,289,466
X-16 Total assetsStart of year $19,023,598$20,342,544
X-25 Other liabilitiesStart of year $33,353$31,958
X-26 Total liabilitiesStart of year $33,353$31,958
X-27 Net assets without donor restrictionsStart of year $18,403,783$19,724,124
X-28 Net assets with donor restrictionsStart of year $586,462$586,462
X-32 Total net assets or fund balancesStart of year $18,990,245$20,310,586
X-33 Total liabilities and net assetsStart of year $19,023,598$20,342,544
Part XI · Reconciliation of net assets $20,310,586 net assets at year end
XI-1 Total revenue$1,821,472
XI-2 Total expenses$501,131
XI-3 Revenue less expenses$1,320,341
XI-4 Net assets at start of year$18,990,245
XI-10 Net assets at end of year$20,310,586

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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