GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE AMORC

EIN: 941156620 501(c)(3)

SAN JOSE, CA

Total Revenue
$9,759,351
Total Expenses
$3,863,246
Total Assets
$25,467,092
Net Assets
$22,516,700
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1928
Legal Domicile
CA
Principal Officer
JULIE SCOTT
Phone
4082303234
Tax Period
2024-01-01 to 2024-12-31

GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE AMORC, founded in 1928, is a community nonprofit that reported $9.8M in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.9M, a strong 60% operating margin.

Mission

TO PERPETUATE THE ROSICRUCIAN TRADITION AND TO CONTRIBUTE TO THE EVOLUTION OF CONSCIOUSNESS.

Program Service Accomplishments

Program 1
Expenses: $2,406,075 Revenue: $1,589,901

MEMBERSHIP SERVICES - PROVIDES MEMBERSHIP MATERIALS, EXPERIENCES, GROUPS, ETC., THAT SUPPORT THE EDUCATIONAL MISSION OF THE ORGANIZATION. TO 10,393 AMORC MEMBERS AND 2,289 TMO MEMBERS. AMORC...

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MEMBERSHIP SERVICES - PROVIDES MEMBERSHIP MATERIALS, EXPERIENCES, GROUPS, ETC., THAT SUPPORT THE EDUCATIONAL MISSION OF THE ORGANIZATION. TO 10,393 AMORC MEMBERS AND 2,289 TMO MEMBERS. AMORC PERPETUATED THE ROSICRUCIAN TRADITION AND CONTRIBUTED TO THE EVOLUTION OF CONSCIOUSNESS BY PROVIDING WEEKLY LESSONS TO MEMBERS AND BY PRESENTING MORE THAN 70 PROGRAMS REACHING 16,406 PARTICIPANTS.

Program 2
Expenses: $545,608 Revenue: $637,140

MUSEUM ADMISSIONS - PROVIDES EDUCATIONAL EXPERIENCES THAT SUPPORT THE EDUCATIONAL MISSION OF THE ORGANIZATION. THE ROSICRUCIAN EGYPTIAN MUSEUM TYPICALLY INTRODUCES TENS OF THOUSANDS OF GUESTS TO THE...

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MUSEUM ADMISSIONS - PROVIDES EDUCATIONAL EXPERIENCES THAT SUPPORT THE EDUCATIONAL MISSION OF THE ORGANIZATION. THE ROSICRUCIAN EGYPTIAN MUSEUM TYPICALLY INTRODUCES TENS OF THOUSANDS OF GUESTS TO THE ART, SCIENCE, AND MYSTICISM OF ANCIENT EGYPT, ONE OF THE TRADITIONS THAT GREATLY CONTRIBUTED TO THE ROSICRUCIAN TEACHINGS AND TO THE EXPANSION OF HUMAN CONSCIOUSNESS.

Program 3
Expenses: $400,450 Revenue: $426,350

TOURS - PROVIDE MEMBERS WITH THE OPPORTUNITY TO EXPERIENCE THEIR STUDIES IN ACTUAL HISTORICAL SETTINGS WHILE EXPANDING THEIR KNOWLEDGE AND SHARING INSIGHTS WITH OTHER MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,625,604
Program Service Revenue $2,655,852
Investment Income $461,419
Other Revenue $16,476
TOTAL REVENUE $9,759,351

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,123,967
Fundraising Expenses $0
Program Expenses $3,568,141
Other Expenses $2,739,279
TOTAL EXPENSES $3,863,246

Year-over-Year Comparison

2024 2023 Change
Revenue $9,759,351 $4,732,285 +1.1%
Expenses $3,863,246 $2,871,941 +0.3%
Net Income $5,896,105 $1,860,344 +2.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
3
Employees
17
Volunteers
400

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
$316,160
Total Directors
5
$316,160
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE SCOTT CEO 40.00
Officer Director
$156,272 $14,134 $170,406
KAREN WARK EXECUTIVE DIRECTOR 40.00
Officer Director
$115,878 $29,876 $145,754
JULIAN JOHNSON TREASURER 4.00
Officer Director
$0 $0 $0
MARIE SHALULY DIRECTOR 1.00
Director
$0 $0 $0
AIMY DOMINGUEZ DIRECTOR 1.00
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 $9,759,351 $3,863,246 $25,467,092 $5,896,105
2023 $4,732,285 $2,871,941 $18,846,256 $1,860,344
2022 $3,265,187 $2,936,541 $16,940,839 $328,646
2021 $3,071,499 $2,666,655 $16,612,132 $404,844
2020 $3,012,021 $2,363,256 $16,285,163 $648,765
2019 $5,923,482 $3,752,869 $15,349,544 $2,170,613
2018 $3,907,679 $3,206,880 $13,239,301 $700,799
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