Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990EZ • Fiscal year 2016 • EIN 85-0067235

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

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

(505) 982-4414

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.27x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.23x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-82%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-28%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$139,083

Down $627,825 (-82%) from 2015

Net Assets

Down

$101,005

Down $617,657 (-86%) from 2015

Liabilities

Down

$38,078

Down $10,168 (-21%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin74th percentile

Revenue

Down

$166,136

Down $64,311 (-28%) from 2015

Expenses

Down

$140,041

Down $40,465 (-22%) from 2015

Net Income

Down

$26,095

Down $23,846 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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: $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

2016

Assets$139,083
Liabilities$38,078
Net Assets$101,005
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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: $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

2016

Revenue$166,136
Expenses$140,041
Net Income$26,095
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$166,493
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.

To hold title to property, manage and collect the income therefrom and distribute such income for (a) expenses; (b) a reasonable depreciation allowance; and (c) amounts used to retire the overall debt of the organization

Program Services

DescriptionGrantsExpenses
TO HOLD TITLE TO PROPERTY, MANAGE AND COLLECT THE INCOME THEREFROM AND DISTRIBUTE SUCH INCOME FOR (A) EXPENSES; (B) A REASONABLE DEPRECIATION ALLOWANCE; AND (C) AMOUNTS USED TO RETIRE THE OVERALL DEBT OF THE ORGANIZATION$61,559-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ADAMSPresident-$0--
DON HELBERGVice President-$0--
THOMAS DILLONTreasurer-$0--
JOSE MONTANOSecretary-$0--
WESLEY D THORNTONDirector-$0--
DON L HELBERGDirector-$0--
JOSE M MONTANODirector-$0--
JOHN R ADAMSDirector-$0--
ROY V MCCONKEY IIIDirector-$0--
JEFFERY D JOHNSONDirector-$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
John Adams
Title
President
Signed
2017-11-07
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.1001

“Advertising and Promotion $177”

Other Expenses.1002

“Office Expenses $5689”

Other Expenses.1003

“Information Technology $5121”

Other Expenses.1005

“Travel $880”

Other Expenses.1

“Preservation foundation $10156”

Other Expenses.2

“Almoner fund contribution $9676”

Other Expenses.3

“Repairs & maintenance $9094”

Other Expenses.4

“Telephone & communications $4933”

Other Expenses.5

“Other charitable donations $4000”

Other Expenses.6

“SECURITY $3724”

Other Expenses.7

“Bank & account charges $3109”

Other Expenses.8

“Builsimf fund contribution $2785”

Other Expenses.9

“BAD DEBTS $800”

Other Expenses.10

“General & admin-other $750”

Other Expenses.11

“SOFTWARE $500”

Other Expenses.13

“Website design & maintenance $81”

Other Expenses.14

“LICENSE & PERMITS $44”

Other Expenses.15

“Business registration & licens $35”

Other Expenses.16

“Memberships & subscriptions $5”

Other Assets.1003

“Machinery and Equipment - Beginning $9649 Machinery and Equipment - Ending $8752”

Other Assets.1004

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

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.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1376”

Other Assets.1

“DUE FROM ALMONER'S FUND - Beginning $10000 DUE FROM ALMONER'S FUND - Ending $0”

Other Assets.2

“DUE FROM HISTORICIAL FOUNDATION - Beginning $0 DUE FROM HISTORICIAL FOUNDATION - Ending $5048”

Other Assets.3

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

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 $13320”

Raw XML Appendix207 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/BOYAmt0699069
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083007
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04666
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026095
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02004
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0766908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0139083
IRS990EZ/FundraisingGrossIncomeAmt08552
IRS990EZ/GrossProfitLossSlsOfInvntryAmt055
IRS990EZ/GrossReceiptsAmt0166493
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt055
IRS990EZ/GroupExemptionNum00095
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0153220
IRS990EZ/LandAndBuildingsGrp/BOYAmt021826
IRS990EZ/LandAndBuildingsGrp/EOYAmt021215
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0718662
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101005
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0718662
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101005
IRS990EZ/OccupancyRentUtltsAndMaintAmt074763
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON HELBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS DILLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSE MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WESLEY D THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON L HELBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSE M MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN R ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROY V MCCONKEY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JEFFERY D JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt046013
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034861
IRS990EZ/OtherChangesInNetAssetsAmt0-643752
IRS990EZ/OtherExpensesTotalAmt061559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD TITLE TO PROPERTY, MANAGE AND COLLECT THE INCOME THEREFROM AND DISTRIBUTE SUCH INCOME FOR (A) EXPENSES; (B) A REASONABLE DEPRECIATION ALLOWANCE; AND (C) AMOUNTS USED TO RETIRE THE OVERALL DEBT OF THE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0181
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO HOLD TITLE TO PROPERTY, MANAGE AND COLLECT THE INCOME THEREFROM AND DISTRIBUTE SUCH INCOME FOR (A) EXPENSES; (B) A REASONABLE DEPRECIATION ALLOWANCE; AND (C) AMOUNTS USED TO RETIRE THE OVERALL DEBT OF THE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061559
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01534
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0357
IRS990EZ/SpecialEventsNetIncomeLossAmt08195
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt048246
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt038078
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0140041
IRS990EZ/TotalProgramServiceExpensesAmt061559
IRS990EZ/TotalRevenueAmt0166136
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://nmscottishrite.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $5121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRESERVATION FOUNDATION $10156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALMONER FUND CONTRIBUTION $9676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REPAIRS & MAINTENANCE $9094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE & COMMUNICATIONS $4933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER CHARITABLE DONATIONS $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SECURITY $3724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK & ACCOUNT CHARGES $3109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BUILSIMF FUND CONTRIBUTION $2785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BAD DEBTS $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GENERAL & ADMIN-OTHER $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SOFTWARE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WEBSITE DESIGN & MAINTENANCE $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16LICENSE & PERMITS $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BUSINESS REGISTRATION & LICENS $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18MEMBERSHIPS & SUBSCRIPTIONS $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Machinery and Equipment - Beginning $9649 Machinery and Equipment - Ending $8752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Miscellaneous - Beginning $185 Miscellaneous - Ending $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Pledges and Grants Receivable - Beginning $255 Pledges and Grants Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Notes and Loans Receivable - Beginning $6424 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24DUE FROM ALMONER'S FUND - Beginning $10000 DUE FROM ALMONER'S FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25DUE FROM HISTORICIAL FOUNDATION - Beginning $0 DUE FROM HISTORICIAL FOUNDATION - Ending $5048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26ROBES INVENTORY - Beginning $19500 ROBES INVENTORY - Ending $19500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27A/P LESS FORTUNATE BROS FUND - Beginning $3463 A/P LESS FORTUNATE BROS FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28A/P-ORGAN FUND - Beginning $1535 A/P-ORGAN FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29DUE TO ALMONERS FUND - Beginning $324 DUE TO ALMONERS FUND - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30DUE PRESERVATION FDN - Beginning $9844 DUE PRESERVATION FDN - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31DUE TO SCOTTISH RITE FOUNDATION - Beginning $19760 DUE TO SCOTTISH RITE FOUNDATION - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32DUE TO ENDMNT & MEMBERSHIP FUND - Beginning $13320 DUE TO ENDMNT & MEMBERSHIP FUND - Ending $13320
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Total Liabilities.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Total Liabilities.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Total Liabilities.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SANTA FE LODGE OF PERFECTION INC
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/ReturnTs02017-11-07T13:33:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,083
Liabilities
$38,078
Net assets
$101,005
Revenue
$166,136
Expenses
$140,041
Net income
$26,095
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
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
Peer Organizations

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