Civic Intelligence

Santa Fe Lodge of Perfection

EIN 47-3498513 • 501(c)10 • Santa Fe, NM

Profile

It is the mission of the santa fe lodge of perfection to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to god, family, and country.

PO Box 2024Santa Fe, NM 87504-2024

nmscottishrite.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.57x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,202,840

Up $78,105 (+6.9%) from 2023

Liabilities

Up

$87,039

Up $45,131 (+108%) from 2023

Net Assets

Up

$1,115,801

Up $32,974 (+3.0%) from 2023

Revenue

Down

$152,037

Down $287,642 (-65%) from 2023

Expenses

Up

$167,453

Up $70,613 (+73%) from 2023

Net Income

Down

-$15,416

Down $358,255 (-104%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2015: $18,648Liabilities 2015: $551Net Assets 2015: $18,0972015Assets 2016: $1,227,622Liabilities 2016: $1,970Net Assets 2016: $1,225,6522016Assets 2017: $664,323Liabilities 2017: $2,307Net Assets 2017: $662,0162017Assets 2018: $692,883Liabilities 2018: $528Net Assets 2018: $692,3552018Assets 2019: $842,182Liabilities 2019: $8,380Net Assets 2019: $833,8022019Assets 2020: $837,850Liabilities 2020: $843Net Assets 2020: $837,0072020Assets 2021: $871,589Liabilities 2021: $14,371Net Assets 2021: $857,2182021Assets 2022: $701,921Liabilities 2022: $21,168Net Assets 2022: $680,7532022Assets 2023: $1,124,735Liabilities 2023: $41,908Net Assets 2023: $1,082,8272023Assets 2024: $1,202,840Liabilities 2024: $87,039Net Assets 2024: $1,115,8012024

Highlighted filing

2024

Assets$1,202,840
Liabilities$87,039
Net Assets$1,115,801

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $100,873Expenses 2015: $82,776Net Income 2015: $18,0972015Revenue 2016: $137,633Expenses 2016: $95,451Net Income 2016: $42,1822016Revenue 2017: $100,244Expenses 2017: $90,587Net Income 2017: $9,6572017Revenue 2018: $136,988Expenses 2018: $106,649Net Income 2018: $30,3392018Revenue 2019: $230,352Expenses 2019: $90,917Net Income 2019: $139,4352019Revenue 2020: $79,837Expenses 2020: $93,323Net Income 2020: -$13,4862020Revenue 2021: $136,404Expenses 2021: $174,719Net Income 2021: -$38,3152021Revenue 2022: $88,655Expenses 2022: $155,827Net Income 2022: -$67,1722022Revenue 2023: $439,679Expenses 2023: $96,840Net Income 2023: $342,8392023Revenue 2024: $152,037Expenses 2024: $167,453Net Income 2024: -$15,4162024

Highlighted filing

2024

Revenue$152,037
Expenses$167,453
Net Income-$15,416

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$152,037
Mission and Program Overview

Mission

It is the mission of the santa fe lodge of perfection is to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to god, family, and country.

It is the mission of the santa fe lodge of perfection to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to god, family, and country.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$745,708$805,021▲ $59,313
Accounts Receivable$343,063$327,398▼ $15,665
Cash and Non-Interest-Bearing Accounts$31,895$60,183▲ $28,288
Prepaid Expenses and Deferred Charges$2,202$8,213▲ $6,011
Inventories for Sale or Use$1,867$1,867→ $0
Total Assets$1,124,735$1,202,840▲ $78,105
Other Assets Total$0$158▲ $158
Liabilities
Other Liabilities$41,908$54,453▲ $12,545
Accounts Payable and Accrued Expenses-$32,586-
Total Liabilities$41,908$87,039▲ $45,131
Net Assets / Fund Balance
Net Assets With Donor Restrictions$935,392$968,366▲ $32,974
Net Assets Without Donor Restrictions$147,435$147,435→ $0
Total Net Assets Fund Balance$1,082,827$1,115,801▲ $32,974
Total Liabilities and Net Assets / Fund Balance$1,124,735$1,202,840▲ $78,105

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$979,315-▲ $94,493-$1,073,808
2023$850,497-▲ $128,818-$979,315
2022$805,378-▲ $45,119-$850,497
2021$805,378---$805,378
2020$771,551-▲ $79,539$45,712$805,378
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wesley D ThorntonPresident
Cameron ColfackDirector
Don BoviaDirector
Harry JenkinsDirector
James IrickDirector
John RadamsSecretary
Jeffrey a AssadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,630
Program Service Revenue
$3,823
Investment Income
$52,268
Other Revenue
$49,316
All Other Contributions
$8,228
Change in Net Assets
$-15,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$96,425
Other Expenses$71,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$52,753--$52,753
Current Officers, Directors, Trustees, and Key Employees$36,608--$36,608
Other Expenses$9,368--$9,368
Payroll Taxes$7,064--$7,064
All Other Expenses$5,499--$5,499
Insurance$3,817--$3,817
Fees for Services Accounting$2,979--$2,979
Office Expenses$2,518--$2,518
Advertising$299--$299
Interest$258--$258
Fees for Service Investment Mgmnt Fees$50--$50
Total Functional Expenses$167,453$0$0$167,453
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$30,262
Donations Payable$24,024
Credit Card$167
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A complete tax return is prepared, reviewed by the president, and then approved by the entire board of the organization.

Form 990, Part VI, Section B, Line 12C

Board members are required to file annual conflict of interest statements.

Form 990, Part VI, Section C, Line 18

All financial documents including financial statements and tax returns are available upon written request to the organization.

Form 990, Part VI, Section C, Line 19

All financial documents including financial statements and tax returns are available upon written request to the organization.

Filing and Contact Details

Filer

Filer Name
Santa Fe Lodge of Perfection
EIN
47-3498513
Phone
5059824414
Address
PO BOX 2024, SANTA FE, NM 87504-2024

Signing Officer

Name
Jeffrey a Assad
Title
Treasurer
Phone
5059824414
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey a Assad
Formed
2015
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Swain & Grieco LLC
Address
2050 BOTULPH ROAD SUITE A, SANTA FE, NM 87505
Preparer
Michael D Swain CPA
Phone
5059883770
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE SANTA FE LODGE OF PERFECTION WORKS TO HELP PROTECT, PRESERVE, MAINTAIN, RESTORE, AND DEVELOP THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0128818
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0805378
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0850497
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045119
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0805378
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0805378
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0771551
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0805378
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt045712
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DONATIONS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt054453
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE TAX RETURN IS PREPARED, REVIEWED BY THE PRESIDENT, AND THEN APPROVED BY THE ENTIRE BOARD OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO FILE ANNUAL CONFLICT OF INTEREST STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FINANCIAL DOCUMENTS INCLUDING FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL FINANCIAL DOCUMENTS INCLUDING FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01124735
IRS990/TotalAssetsEOYAmt01202840
IRS990/TotalAssetsGrp/BOYAmt01124735
IRS990/TotalAssetsGrp/EOYAmt01202840
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt046630
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0167453
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167453
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041908
IRS990/TotalLiabilitiesEOYAmt087039
IRS990/TotalLiabilitiesGrp/BOYAmt041908
IRS990/TotalLiabilitiesGrp/EOYAmt087039
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01082827
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01115801
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0167453
IRS990/TotalProgramServiceRevenueAmt03823
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052268
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053139
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152037
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01124735
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01202840
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2024
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd0875042024
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NMSCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY A ASSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059824414
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE LODGE OF PERFECTION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0473498513
ReturnHeader/Filer/PhoneNum05059824414
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2024
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0875042024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850455053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWAIN & GRIECO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 BOTULPH ROAD SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059883770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D SWAIN CPA
ReturnHeader/ReturnTs02025-11-17T17:59:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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