GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE ANCIENT MYSTIC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE ANCIENT MYSTIC (EIN 94-1156620)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-26
IRS object ID
202422399349301602
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-26T17:03:08-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941254756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12580 N 1ST ST STE 460AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95131ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRAND LODGE OF THE ENGLISH LANGUAGEBusinessNameLine1Txt
Business Name Line2JURISDICTION OF THE AMORCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGRANBusinessNameControlTxt
Phone4082303234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11342 NAGLEE AVENUEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE SCOTTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4082303234PhoneNum
Signature2024-08-12SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4089988400PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE SCOTTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11342 NAGLEE AVENUEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,957,586GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1639GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ROSICRUCIAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1928FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PERPETUATE THE ROSICRUCIAN TRADITION AND TO CONTRIBUTE TO THE EVOLUTION OF CONSCIOUSNESS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee18TotalEmployeeCnt
Total Volunteers400TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$917,854PYContributionsGrantsAmt
CY Contributions Grants$2,168,668CYContributionsGrantsAmt
PY Program Service Revenue$2,333,812PYProgramServiceRevenueAmt
CY Program Service Revenue$2,244,312CYProgramServiceRevenueAmt
PY Investment Income$64,758PYInvestmentIncomeAmt
CY Investment Income$323,006CYInvestmentIncomeAmt
PY Other Revenue-$51,237PYOtherRevenueAmt
CY Other Revenue-$3,701CYOtherRevenueAmt
PY Total Revenue$3,265,187PYTotalRevenueAmt
CY Total Revenue$4,732,285CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$970,840PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,043,188CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,965,701PYOtherExpensesAmt
CY Other Expenses$1,828,753CYOtherExpensesAmt
PY Total Expenses$2,936,541PYTotalExpensesAmt
CY Total Expenses$2,871,941CYTotalExpensesAmt
PY Revenues Less Expenses$328,646PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,860,344CYRevenuesLessExpensesAmt
Total Assets BOY$16,940,839TotalAssetsBOYAmt
Total Assets EOY$18,846,256TotalAssetsEOYAmt
Total Liabilities BOY$2,180,588TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,225,661TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,760,251NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,620,595NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PERPETUATE THE ROSICRUCIAN TRADITION AND TO CONTRIBUTE TO THE EVOLUTION OF CONSCIOUSNESS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,037,757ExpenseAmt
Grant$0GrantAmt
Revenue$1,562,540RevenueAmt
DescMEMBERSHIP 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$485,435ExpenseAmt
Grant$0GrantAmt
Revenue$650,572RevenueAmt
DescMUSEUM 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$24,660ExpenseAmt
Grant$0GrantAmt
Revenue$31,200RevenueAmt
DescTOURS - PROVIDE MEMBERS WITH THE OPPORTUNITY TO EXPERIENCE THEIR STUDIES IN ACTUAL HISTORICAL SETTINGS WHILE EXPANDING THEIR KNOWLEDGE AND SHARING INSIGHTS WITH OTHER MEMBERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$59,709ExpenseAmt
Grant$0GrantAmt
Revenue$20,914RevenueAmt
DescRETAIL, CULTURAL CENTER, LIBRARY, LABYRINTH, ALCHEMY, GRAND LODGE, AMORC.ORGDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$59,709TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$20,914TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,607,561TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee18EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIE SCOTTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082303234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11342 NAGLEE AVENUEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JULIE SCOTT
CEO40.00Yes (X)Yes (X)$148,266$0$23,227
KAREN WARK
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$131,164$0$12,206
LONNIE EDWARDS MD
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JULIAN JOHNSON
TREASURER1.00Yes (X)Yes (X)$0$0$0
MARIE SHALULY
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$279,430TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$35,433TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DOME CONSTRUCTION
393 EAST GRAND AVESOUTH SAN FRANCISCOCA94080CONSTRUCTION SERVICES$448,519
TESSELATE
234 FIFTH AVE FLOOR 2NEW YORKNY10001ENGINEERING SERVICES$246,750
PLACEMAKING GROUP
2421 WARREN LANEWALNUT CREEKCA94597WEBSITE MAINTENANCE SERVICES$142,171
CLAUDIO MARTONFLY DESIGN
120 PIERCE ST NO 9SAN FRANCISCOCA94117DESIGN SERVICES$126,585
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$25,000GovernmentGrantsAmt
All Other Contributions$2,143,668AllOtherContributionsAmt
Total Contributions$2,168,668TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP611710$1,562,540$1,562,540
MUSEUM712110$650,572$650,572
TOURS712110$31,200$31,200
FieldValueIRS element (for citing)
Total Program Service Revenue$2,244,312TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$323,006TotalRevenueColumnAmt
Exclusion$323,006ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$153,495RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$215,051RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$61,556RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$61,556TotalRevenueColumnAmt
Exclusion-$61,556ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$31,164GrossSalesOfInventoryAmt
Cost Of Goods Sold$10,250CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,914TotalRevenueColumnAmt
Related Or Exempt Func Income$20,914RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$36,941TotalRevenueColumnAmt
Exclusion$36,941ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$36,941OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,732,285TotalRevenueColumnAmt
Related Or Exempt Func Income$2,265,226RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$298,391ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$314,862TotalAmt
Program Services$314,862ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$536,876TotalAmt
Program Services$531,476ProgramServicesAmt
Management And General$5,400ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$23,072TotalAmt
Program Services$22,531ProgramServicesAmt
Management And General$541ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$102,251TotalAmt
Program Services$101,493ProgramServicesAmt
Management And General$758ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$66,127TotalAmt
Program Services$65,709ProgramServicesAmt
Management And General$418ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$875TotalAmt
Management And General$875ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$27,334TotalAmt
Program Services$25,006ProgramServicesAmt
Management And General$2,328ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$198,675TotalAmt
Program Services$200ProgramServicesAmt
Management And General$198,475ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$170,582TotalAmt
Program Services$160,831ProgramServicesAmt
Management And General$9,751ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$227,381TotalAmt
Program Services$227,357ProgramServicesAmt
Management And General$24ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$41,778TotalAmt
Program Services$41,397ProgramServicesAmt
Management And General$381ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,709TotalAmt
Program Services$21,441ProgramServicesAmt
Management And General$268ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$142,409TotalAmt
Program Services$142,409ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$253,384TotalAmt
Program Services$251,221ProgramServicesAmt
Management And General$2,163ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$47,696TotalAmt
Program Services$47,696ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,217TotalAmt
Program Services$18,217ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$282,421TotalAmt
Program Services$263,337ProgramServicesAmt
Management And General$19,084ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$235,498TotalAmt
Program Services$222,858ProgramServicesAmt
Management And General$12,640ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BUSINESS EXPENSES$134,927$123,655$11,272
TOUR EXPENSES$22,424$22,424
EQUIP RENTAL$1,749$1,749
FREIGHT AND SHIPPING$1,694$1,692$2

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,871,941TotalAmt
Program Services$2,607,561ProgramServicesAmt
Management And General$264,380ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,639,917BOYAmt
EOY$332,980EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,449,737BOYAmt
EOY$9,826,569EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$348,038BOYAmt
EOY$303,072EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,339BOYAmt
EOY$5,852EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$40,607BOYAmt
EOY$29,878EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$347,048BOYAmt
EOY$425,543EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,227,118LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,327,822LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,086,373BOYAmt
EOY$7,899,296EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$21,780BOYAmt
EOY$23,066EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,940,839BOYAmt
EOY$18,846,256EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$273,542BOYAmt
EOY$317,630EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$398,770BOYAmt
EOY$399,155EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,508,276BOYAmt
EOY$1,508,876EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,180,588BOYAmt
EOY$2,225,661EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,948,639BOYAmt
EOY$11,944,979EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,811,612BOYAmt
EOY$4,675,616EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,760,251BOYAmt
EOY$16,620,595EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,940,839BOYAmt
EOY$18,846,256EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,860,344ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,060,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,366,039CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$902,893CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$917,854CurrentTaxYearMinus1YearAmt
Current Tax Year$2,168,668CurrentTaxYearAmt
Total$8,416,336TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,946,571CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,599,711CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,233,375CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,362,319CurrentTaxYearMinus1YearAmt
Current Tax Year$2,275,476CurrentTaxYearAmt
Total$11,417,452TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,007,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,965,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,136,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,280,173CurrentTaxYearMinus1YearAmt
Current Tax Year$4,444,144CurrentTaxYearAmt
Total$19,833,788TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,036,210CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$536,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$177,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$368,555CurrentTaxYearMinus1YearAmt
Current Tax Year$1,031,250CurrentTaxYearAmt
Total$4,150,035TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,036,210CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$536,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$177,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$368,555CurrentTaxYearMinus1YearAmt
Current Tax Year$1,031,250CurrentTaxYearAmt
Total$4,150,035TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$15,683,753PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$208,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,367CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$229,916CurrentTaxYearMinus1YearAmt
Current Tax Year$476,501CurrentTaxYearAmt
Total$1,329,431TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$208,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,367CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$229,916CurrentTaxYearMinus1YearAmt
Current Tax Year$476,501CurrentTaxYearAmt
Total$1,329,431TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$36,941CurrentTaxYearAmt
Total$36,941TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,216,192CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,193,658CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,322,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,510,089CurrentTaxYearMinus1YearAmt
Current Tax Year$4,957,586CurrentTaxYearAmt
Total$21,200,160TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.73980PublicSupportCY509Pct
Public Support PY5090.79760PublicSupportPY509Pct
Investment Income CY0.06270InvestmentIncomeCYPct
Investment Income PY0.04860InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 36,941.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,290,111OtherCostOrOtherBasisAmt
Book Value$2,290,111BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,950,054OtherCostOrOtherBasisAmt
Depreciation$5,930,934DepreciationAmt
Book Value$3,019,120BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$281,088OtherCostOrOtherBasisAmt
Depreciation$112,157DepreciationAmt
Book Value$168,931BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,705,865OtherCostOrOtherBasisAmt
Depreciation$2,284,731DepreciationAmt
Book Value$2,421,134BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,899,296TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,947,336TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$4,947,336RevenueSubtotalAmt
Other Revenues Not Included-$215,051OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$215,051RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,732,285TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,086,992TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$215,051OtherExpensesIncludedAmt
Expenses Not Reported$215,051ExpensesNotReportedAmt
Expenses Subtotal$2,871,941ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,871,941TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION IS HOLDING FUNDS FOR AFFILIATED BODIES, NORTH CAROLINA REGION, THE MICHAEL MAIER PRONAOS CHAPTER, OAKLAND ATRIUM GROUP TRUST, MYSTIC ROSE ATRIUM TRUST, TWIN STATE PRONAOS TRUST, HEART OF CALIFORNIA GROUP TRUST, ABDIEL LODGE AMORC, RAMA ATRIUM GROUP AMORC, CHAUTAUQUA LAKE ATRIUM GROUP, AND NORTHERN LIGHT ATRIUM GROUP. THE FUNDS, CONSISTING OF CASH, MONEY MARKETS AND CERTIFICATES OF DEPOSIT, WILL BE HELD IN TRUST UNTIL THESE AFFILIATES PURCHASE ASSETS OR ARE CONTRIBUTED TO THE ORGANIZATION AND ARE SHOWN AS FUNDS HELD FOR AFFILIATED BODIES.
PART X, LINE 2:THE ORGANIZATION HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES RECLASSIFIED TO REVENUE -215,051.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES RECLASSIFIED TO REVENUE 215,051.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJULIE SCOTTPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$141,063BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$7,203OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$14,121DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$9,106NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$171,493TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE SUPREME GRAND LODGE OF AMORC HAS THE POWER TO REMOVE OR REPLACE ANY MEMBER OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BAUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEWED THE FORM 990 BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF DIRECTORS AND EMPLOYEES ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH DISCUSSIONS AT BOARD MEETINGS. DIRECTORS ABSTAIN FROM VOTING ON ANY ISSUES THAT MAY HAVE A POTENTIAL CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS DETERMINED BY A DESIGNATED COMPENSATION COMMITTEE USING COMPENSATION STUDIES AND SURVEYS AND REGULAR PERFORMANCE EVALUATIONS. ALL COMPENSATION AMOUNTS ARE APPROVED BY THE CEO. CEO COMPENSATION IS DETERMINED BY THE BOARD TREASURER. COMPENSATION SURVEYS ARE USED TO DETERMINE COMPARABLE SALARIES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PUBLISHED ONLINE AND AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SUPREME GRAND LODGE OF AMORCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11342 NAGLEE AVENUEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
EIN770260906EIN
Primary ActivitiesADMIN/COORDINATION OF GRAND LODGESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.