Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990EZ • Fiscal year 2015 • EIN 85-0067235

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profilenmscottishrite.org
PO Box 2024Santa Fe, NM 87504

(505) 982-4414

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$31,659

Down $685,771 (-96%) from 2014

Net Assets

Down

$667,021

Down $1,700 (-0.3%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$0

Down $204,086 (-100%) from 2014

Expenses

Down

$1,700

Down $229,316 (-99%) from 2014

Net Income

Up

-$1,700

Up $25,230 (+94%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $689,290Liabilities 2010: $32,779Net Assets 2010: $656,5112010Assets 2011: $675,135Liabilities 2011: $38,122Net Assets 2011: $637,0132011Assets 2012: $644,026Liabilities 2012: $30,360Net Assets 2012: $613,6662012Assets 2013: $735,073Liabilities 2013: $39,422Net Assets 2013: $695,6512013Assets 2014: $717,430Liabilities 2014: $48,709Net Assets 2014: $668,7212014Assets 2015: $31,659Net Assets 2015: $667,0212015Assets 2015: $766,908Liabilities 2015: $48,246Net Assets 2015: $718,6622015Assets 2016: $139,083Liabilities 2016: $38,078Net Assets 2016: $101,0052016Assets 2017: $164,524Liabilities 2017: $38,078Net Assets 2017: $126,4462017Assets 2018: $190,027Liabilities 2018: $38,078Net Assets 2018: $151,9492018Assets 2019: $225,407Liabilities 2019: $40,078Net Assets 2019: $185,3292019Assets 2020: $153,740Liabilities 2020: $40,358Net Assets 2020: $113,3822020Assets 2021: $140,524Liabilities 2021: $41,079Net Assets 2021: $99,4452021Assets 2022: $199,236Liabilities 2022: $44,732Net Assets 2022: $154,5042022Assets 2023: $206,275Liabilities 2023: $56,877Net Assets 2023: $149,3982023Assets 2024: $326,615Liabilities 2024: $72,053Net Assets 2024: $254,5622024

Highlighted filing

2015

Assets$31,659
Liabilities-
Net Assets$667,021
Open 2015 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2010: $201,407Expenses 2010: $191,605Net Income 2010: $9,8022010Revenue 2011: $177,530Expenses 2011: $197,028Net Income 2011: -$19,4982011Revenue 2012: $207,733Expenses 2012: $231,080Net Income 2012: -$23,3472012Revenue 2013: $253,932Expenses 2013: $171,947Net Income 2013: $81,9852013Revenue 2014: $204,086Expenses 2014: $231,016Net Income 2014: -$26,9302014Revenue 2015: $0Expenses 2015: $1,700Net Income 2015: -$1,7002015Revenue 2015: $230,447Expenses 2015: $180,506Net Income 2015: $49,9412015Revenue 2016: $166,136Expenses 2016: $140,041Net Income 2016: $26,0952016Revenue 2017: $183,416Expenses 2017: $157,975Net Income 2017: $25,4412017Revenue 2018: $119,283Expenses 2018: $93,780Net Income 2018: $25,5032018Revenue 2019: $185,259Expenses 2019: $151,879Net Income 2019: $33,3802019Revenue 2020: $21,948Expenses 2020: $87,805Net Income 2020: -$65,8572020Revenue 2021: $125,719Expenses 2021: $139,656Net Income 2021: -$13,9372021Revenue 2022: $177,941Expenses 2022: $122,882Net Income 2022: $55,0592022Revenue 2023: $165,675Expenses 2023: $170,778Net Income 2023: -$5,1032023Revenue 2024: $343,597Expenses 2024: $238,563Net Income 2024: $105,0342024

Highlighted filing

2015

Revenue$0
Expenses$1,700
Net Income-$1,700
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.0
Mission and Program Overview

Mission

Provide educational and fraternal services' sponsors young men between 16 and 21 year of age for the purposes of self improvement and leadership development.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL AND FRATERNAL SERVICES' SPONSORS YOUNG MEN BETWEEN 16 AND 21 YEAR OF AGE FOR THE PURPOSES OF SELF IMPROVEMENT AND LEADERSHIP DEVELOPMENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY D THORNTONPresidentPT$0--
JOSHUA LIGHTLEVice PresidentPT$0--
ROY MCCONKEYTreasurerPT$0--
JOSE MONTANOSecretaryPT$0--
JEFFERY D JOHNSONDirectorPT$0--
DON L HELBERTDirectorPT$0--
RANDY HEINEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
85-0067235
Phone
5059824414
Address
PO BOX 2024, SANTA FE, NM 87504

Signing Officer

Name
Jose Montano
Title
Secretary
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Brian K Lee CPA
Address
PO BOX 5373, Santa Fe, NM 87502-5373
Preparer
Brian K Lee CPA
Phone
5059885560
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $1700”

Other Assets.1002

“Furniture and Fixtures - Beginning $58 Furniture and Fixtures - Ending $0”

Other Assets.1003

“Machinery and Equipment - Beginning $10679 Machinery and Equipment - Ending $9648”

Other Assets.1004

“Miscellaneous - Beginning $185 Miscellaneous - Ending $185”

Other Assets.1005

“Accounts Receivable - Beginning $125 Accounts Receivable - Ending $0”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $255 Pledges and Grants Receivable - Ending $0”

Other Assets.1009

“Notes and Loans Receivable - Beginning $6424 Notes and Loans Receivable - Ending $0”

Other Assets.2

“ROBES INVENTORY - Beginning $19500 ROBES INVENTORY - Ending $0”

Total Liabilities.1

“A/P LESS FORTUNATE BROS FUND - Beginning $3463 A/P LESS FORTUNATE BROS FUND - Ending $0”

Total Liabilities.2

“A/P-ORGAN FUND - Beginning $1535 A/P-ORGAN FUND - Ending $0”

Total Liabilities.3

“DUE TO ALMONERS FUND - Beginning $324 DUE TO ALMONERS FUND - Ending $0”

Total Liabilities.4

“DUE PRESERVATION FDN - Beginning $9844 DUE PRESERVATION FDN - Ending $0”

Total Liabilities.5

“DUE TO SCOTTISH RITE FOUNDATION - Beginning $19760 DUE TO SCOTTISH RITE FOUNDATION - Ending $0”

Total Liabilities.6

“DUE TO ENDMNT & MEMBERSHIP FUND - Beginning $13320 DUE TO ENDMNT & MEMBERSHIP FUND - Ending $0”

Total Liabilities.7

“PAYROLL TAXES PAYABLE - Beginning $463 PAYROLL TAXES PAYABLE - Ending $0”

Raw XML Appendix143 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOSE M MONTANO
IRS990EZ/BooksInCareOfDetail/PhoneNum05059139860
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0463 PASEO DE PERALTA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0657766
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1700
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0717429
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031659
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt022437
IRS990EZ/LandAndBuildingsGrp/EOYAmt021826
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0668721
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0667021
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0668721
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WESLEY D THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSHUA LIGHTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROY MCCONKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSE MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFFERY D JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON L HELBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RANDY HEINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt037226
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09833
IRS990EZ/OtherExpensesTotalAmt01700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL AND FRATERNAL SERVICES' SPONSORS YOUNG MEN BETWEEN 16 AND 21 YEAR OF AGE FOR THE PURPOSES OF SELF IMPROVEMENT AND LEADERSHIP DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL AND FRATERNAL SERVICES' SPONSORS YOUNG MEN BETWEEN 16 AND 21 YEAR OF AGE FOR THE PURPOSES OF SELF IMPROVEMENT AND LEADERSHIP DEVELOPMENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt048709
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01700
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://nmscottishrite.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Furniture and Fixtures - Beginning $58 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Machinery and Equipment - Beginning $10679 Machinery and Equipment - Ending $9648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous - Beginning $185 Miscellaneous - Ending $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $125 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Pledges and Grants Receivable - Beginning $255 Pledges and Grants Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Notes and Loans Receivable - Beginning $6424 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROBES INVENTORY - Beginning $19500 ROBES INVENTORY - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8A/P LESS FORTUNATE BROS FUND - Beginning $3463 A/P LESS FORTUNATE BROS FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9A/P-ORGAN FUND - Beginning $1535 A/P-ORGAN FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DUE TO ALMONERS FUND - Beginning $324 DUE TO ALMONERS FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUE PRESERVATION FDN - Beginning $9844 DUE PRESERVATION FDN - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUE TO SCOTTISH RITE FOUNDATION - Beginning $19760 DUE TO SCOTTISH RITE FOUNDATION - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUE TO ENDMNT & MEMBERSHIP FUND - Beginning $13320 DUE TO ENDMNT & MEMBERSHIP FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PAYROLL TAXES PAYABLE - Beginning $463 PAYROLL TAXES PAYABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.7
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE MONTANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SANTA FE LODGE OF PERFECTION
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0850067235
ReturnHeader/Filer/PhoneNum05059824414
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2024
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brian K Lee CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5373
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0875025373
ReturnHeader/PreparerPersonGrp/PhoneNum05059885560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian K Lee CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-05T06:07:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,659
Liabilities
-
Net assets
$667,021
Revenue
$0
Expenses
$1,700
Net income
-$1,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.72$2.55$3.44$2.39$1.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.57$1.49$1.66$1.71$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.45$1.55$1.78$1.23$0.55
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.41$0.99$1.26$1.40$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.40$1.13$0.22$0.88$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.40$1.85$1.85$1.52$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.38$1.52$1.19$0.94$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.38$1.26$1.83$1.58$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.38$1.01$1.66$1.40$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.48$7.19$2.30$1.81$0.50
2015Detailed filing. Detailed filing data is available for this year.$0.32$6.67$0.00$0.02$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.49$6.69$2.04$2.31$0.27
2013Summary only. Only limited summary data is available for this year.$7.35$0.39$6.96$2.54$1.72$0.82
2012Summary only. Only limited summary data is available for this year.$6.44$0.30$6.14$2.08$2.31$0.23
2011Summary only. Only limited summary data is available for this year.$6.75$0.38$6.37$1.78$1.97$0.19
2010Summary only. Only limited summary data is available for this year.$6.89$0.33$6.57$2.01$1.92$0.10