Ancient & Accepted Scottish Rite Valley of Burlingame & Coord Bodies
Nonprofit profile at a glance
- EIN
- 940283412
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Burlingame, CA, USA
- Phone
- 6503444841
- Rating
- 59
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $440,442
- Expenses
- $223,075
- Assets
- $4,234,653
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Highest reported compensation
- DAVID D JONES (Treasurer): $22,500 total reported compensation
- DAVID JOLLIFFE (Secretary): $22,500 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Investment-supported. 96% of the money available for current operations came from recurring investment income.
- Distribution model
- Direct operator. The filing allocates 88% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 33
- Transparency & Controls: 93
- Accountability: 70
- Sustainability: 82
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 26.4%; rating input score 26
- Program expense ratio: 54.9%; rating input score 55
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 66.7%; rating input score 67; 18th percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 49.4%; rating input score 91; 91st percentile among comparable filings
- Total-asset coverage ratio: 18.98; rating input score 95; 95th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 20.2%; rating input score 19; 19th percentile among comparable filings
Growth
- Program expense growth: -8% per year; rating input score 0; 13th percentile among comparable filings
- Revenue growth: -6.7% per year; rating input score 0; 8th percentile among comparable filings
- Asset growth: -0.8% per year; rating input score 0; 22nd percentile among comparable filings
Details
- Where the money goes: 26.4% of revenue deployed · 54.9% of spending went to programs
- Governance: 4 of 6 board members independent · 6 of 8 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $22K · 3 people listed
- Consistency: 23 of 23 current checks pass
- Schedules: 3 filed schedules · includes grants
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 26/100.
- Review — Financial Efficiency: Program expense ratio scored 55/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 19/100.