ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF BURLINGAME & COORD BODIES

EIN: 940283412

BURLINGAME, CA

Total Revenue
$337,638
Total Expenses
$180,985
Total Assets
$4,018,034
Net Assets
$4,017,286
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1922
Legal Domicile
CA
Principal Officer
DAVID D JONES
Phone
6503444841
Tax Period
2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF BURLINGAME & COORD BODIES, founded in 1922, is a small nonprofit that reported $338K in total revenue in fiscal year 2023. The organization ran a surplus of $157K, a strong 46% operating margin.

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.

Program Service Accomplishments

Program 1

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $982
Program Service Revenue $8,708
Investment Income $327,948
Other Revenue $0
TOTAL REVENUE $337,638

Expense Breakdown

Grants Paid $16,250
Salaries & Benefits $52,280
Fundraising Expenses $0
Other Expenses $112,455
TOTAL EXPENSES $180,985

Year-over-Year Comparison

2023 2022 Change
Revenue $337,638 $-663,865 -1.5%
Expenses $180,985 $179,722 +0.0%
Net Income $156,653 $-843,587 -1.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
4
Employees
3
Volunteers
15

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$45,000
Total Directors
3
$45,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID D JONES Treasurer 10.00
Officer Director
$22,500 $0 $22,500
DAVID JOLLIFFE Secretary 10.00
Officer Director
$22,500 $0 $22,500
MARTY CUSING PERSONAL REP 10.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $337,638 $180,985 $4,018,034 $156,653
2022 $-663,865 $179,722 $3,860,633 $-843,587
2021 $521,791 $160,335 $4,704,220 $361,456
2020 $544,425 $235,046 $4,347,219 $309,379
2019 $512,683 $211,167 $4,034,215 $301,516
2018 $-77,710 $235,438 $3,731,869 $-313,148
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