2025-11-17T19:38:34-06:00 2024-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2024-01-01 940283417 SANTA ROSA LODGE OF PERFECTION #11 SANT 7073382831 1150 N MCDOWELL BLVD SUITE 750543 PETALUMA CA 94975 EUGENE JEANNE SECRETARY 7078545600 2025-11-17 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2025-11-17 2024 2025-03-06 01:10:19Z EUGENE JEANNE 1150 N MCDOWELL BLVD SUITE 750543 PETALUMA CA 94975 987688 0 X SANTAROSASCOTTISHRITE.ORG X 1905 CA FOSTERING A COMMUNITY COMMITTED TO PERSONAL GROWTH AND PHILANTHROPY. 3 2 2 177 0 0 26856 11604 0 14108 19011 122497 0 679 45867 148888 2298 28460 0 0 27516 27562 0 0 0 119013 96977 148827 152999 -102960 -4111 2311401 2457617 84 84 2311317 2457533 X THE VALLEY OF SANTA ROSA OPERATES EXCLUSIVELY AS A SUBORDINATE ORGANIZATION OF THE SCOTTISH RITE OF FREEMASONRY, SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION, LOCATED IN WASHINGTON DC. OUR VALLEY IS A DOMESTIC FRATERNAL ORDER, WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES. 0 0 THE LODGE IS DELICATED FOSTERING A COMMUNITY COMMITTED TO PERSONAL GROWTH AND PHILANTHROPY. THROUGH VARIOUS PROGRAMS AND EDUCATIONAL RESOURCES, THE LOADGE AIMS TO SUPPORT ITS MEMBERS AND THE BROADER COMMUNITY. THE LODGE CONDUCTS MONTHLY BUSINESS MEETINGS AND DEVOTES 60% OF THEIR TIME IN MEMBER MEETINGS WHERE THEY DISCUSS ITS OPERATIONS AND CHARITABLE ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 CA X EUGENE JEANNE 7073382831 PO BOX 750543 PETALUMA CA 94975 EUGENE JEANNE GENERAL SECRETARY 20.00 0.00 X X 16800 0 0 JEFFREY M SCHLOO ASSISTANT SECRETARY 20.00 0.00 X X 8400 0 0 RICHARD FONSECA PERSONAL REPRESENTATIVE 20.00 0.00 X X 0 0 0 25200 0 0 0 0 0 0 0 6777 4827 11604 MEMBERSHIP DUES & FEES 900099 12708 12708 CANDIDATE APPLICATIONS 900099 1400 1400 14108 71912 71912 889385 838800 50585 50585 50585 OTHER INCOME 900099 679 679 679 148888 14108 0 123176 28460 25200 2362 2470 3073 1371 2770 13100 159 2796 VALLEY PROGRAMS 40592 KITCHEN AND MEAL COSTS 27798 GENERAL MEMBERSHIP 1871 SUPREME COUNCIL TRANSAC 790 187 152999 38067 48686 2273334 2408931 2311401 2457617 84 84 84 84 X 2311317 2457533 2311317 2457533 2311401 2457617 -4111 150327 0 X 0 0 0 1 SCOTTISH RITE OF FREEMASONRY 1733 16TH STREET WASHINGTON DC 20009 530152875 501(C)(10) 25000 0 DRIVE TO IMPROVE ITS ARCHIVES 0 1 PART I, LINE 2: ALL GRANTS MUST MEEET ELIBILITY GUIDELINES BY SUBMITTED SUBSTANTIATING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 7A 178 MEMBERS VOTE TO ELECT MEMBERS TO BE LEADERSHIP POSITIONS. FORM 990, PART VI, SECTION A, LINE 7B 178 MEMBERS VOTE ON IMPORTANT OPERATIONAL MATTERS (E.G., ACCEPTANCE OF NEW MEMBERS) FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPLICABLE SINCE THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B CPA FIRM PREPARES FORM 990. THE GENERAL SECRETARY AND THE PERSONAL REPRESENTATIVE REVIEW THE FORM BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12 THE PERSONAL REPRESENTATIVE OVERSEES WHICH MEMBERS MAY BE EMPLOYEES AND WHAT FUNCTIONS SUCH EMPLOYEES ARE TO PERFORM. WE HAVE NOT HAD INCIDENTS WHERE THE PERSONAL REPRESENTATIVE HAD TO TAKE ACTION IF AN INAPPROPRIATE ACTIVITY WERE TO TAKE PLACE. ONLY 2 PERSONS ARE ALLOWED TO SPEND FUNDS USING THE ORGANIZATION'S MONEYS: THE PERSONAL REPRESENTATIVE AND THE GENERAL SECRETARY. ALL EXPENSES AND INCOME ARE TABULATED WITH RECEIPTS, AND ANNUAL INTERNAL AUDITS ARE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE 2 EMPLOYEES STRICTLY & EXCLUSIVELY CONSISTS OF A BASE SALARY WHICH HAS BEEN UNCHANGED FOR SEVERAL YEARS AND IS NOT SCHEDULED TO CHANGE. THE ANNUAL LEVEL STAYS UNCHANGED BUT THE HOURLY RATE OF PAY IS SET TO LEGALLY APPROVED HOURLY WAGES FOR THE CITY OF SANTA ROSA, CA. AS HOURLY PAY STANDARDS INCREASE, THE EFFECTIVE NUMBER OF HOURS COMPENSATED IS REDUCED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SCOTTISH RITE OF FREEMASONRY 1733 16TH STREET WASHINGTON DC 20009 530152875 DEVOTE TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, ETC DC 501(C)(8) & (C)(10) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0