Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990EZ • Fiscal year 2021 • EIN 85-0067235

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 02, 2022

Organization ProfileNMSCOTTISHRITE.ORG
Lodge Of Perfection IncSanta Fe, NM 87504-2024

(505) 982-4414

Siviq Scores

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

Liabilities / Assets

94th percentile

0.29x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.33x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-8.6%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

473%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$140,524

Down $13,216 (-8.6%) from 2020

Net Assets

Down

$99,445

Down $13,937 (-12%) from 2020

Liabilities

Up

$41,079

Up $721 (+1.8%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin26th percentile

Revenue

Up

$125,719

Up $103,771 (+473%) from 2020

Expenses

Up

$139,656

Up $51,851 (+59%) from 2020

Net Income

Up

-$13,937

Up $51,920 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$140,524
Liabilities$41,079
Net Assets$99,445
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$125,719
Expenses$139,656
Net Income-$13,937
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 2, 2022
Return Version
2021v4.2
Gross Receipts
$125,719
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.

It is the mission of the scottish rite of freemasonry, sj, 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.

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 SANTA FE LODGE OR PERFECTION.$0$0
IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SJ, 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.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN IRICKPresident-$0--
GEORGE W MORRISONVice President-$0--
SCOTT G JAQUITHDirector-$0--
JOSE MONTANOSecretary-$0--
WESLEY D THORNTONDirector-$0--
DANN KELLAHAMDirector-$0--
GEORGE E MOSSDirector-$0--
JOHN R ADAMSDirector-$0--
JEE W HWANGDirector-$0--
JEFFREY ASSADTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite
EIN
85-0067235
Phone
5059824414
Address
LODGE OF PERFECTION INC, SANTA FE, NM 87504-2024

Signing Officer

Name
Jeffrey a Assad
Title
Treasurer
Phone
5059824414
Signed
2022-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Swain & Grieco LLC
Address
2050 BOTULPH ROAD SUITE A, SANTA FE, NM 87505
Preparer
Michael D Swain CPA
Phone
5059883770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 2. Description: lease/rent income. Amount: 41,925. Total included on form 990-ez, line 4: 41,927.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 3,642. Description: other expenses. Amount: 52,034. Total to form 990-ez, line 14: 55,676.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertsing and promotion. Amount: 2,603. Description: bank fees. Amount: 173. Description: events & use costs. Amount: 7,841. Description: information technology. Amount: 2,547. Description: insurance. Amount: 42,712. Description: office expenses. Amount: 9,137. Description: grants expense. Amount: 15,000. Description: uncollectable accounts. Amount: 2,877. Total to form 990-ez, line 16: 82,890.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 8,780. End of year amount: 500. Description: due from historical foundation. Beg. Of year amount: 5,048. End of year amount: 5,048. Description: prepaid expenses and deferred charges. Beg. Of year amount: 1,376. End of year amount: 1,376. Description: robes inventory. Beg. Of year amount: 19,546. End of year amount: 19,565. Description: other depreciable assets. Beg. Of year amount: 495. End of year amount: 194.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: damage deposits. Beg. Of year amount: 2,280. End of year amount: 3,000. Description: due to endmnt & membership fund. Beg. Of year amount: 13,320. End of year amount: 13,320. Description: less fortunate bros fund. Beg. Of year amount: 3,463. End of year amount: 3,463. Description: organ fund. Beg. Of year amount: 1,535. End of year amount: 1,535. Description: scottish rite foundation. Beg. Of year amount: 19,095. End of year amount: 19,761. Description: scottish rite foundation liab. Beg. Of year amount: 665. End of year amount: 0.”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSE 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/BOYAmt01335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt083792
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13937
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01090
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0153740
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140524
IRS990EZ/GrossReceiptsAmt0125719
IRS990EZ/GroupExemptionNum00095
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt041927
IRS990EZ/LandAndBuildingsGrp/BOYAmt0117160
IRS990EZ/LandAndBuildingsGrp/EOYAmt0113819
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113382
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099445
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113382
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt099445
IRS990EZ/OccupancyRentUtltsAndMaintAmt055676
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN IRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE W MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT G JAQUITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSE MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WESLEY D THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANN KELLAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GEORGE E MOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN R ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEE W HWANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JEFFREY ASSAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035245
IRS990EZ/OtherAssetsTotalDetail/EOYAmt026683
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt082890
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SJ, 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.
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 SANTA FE LODGE OR PERFECTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SJ, 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt040358
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt041079
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0139656
IRS990EZ/TotalRevenueAmt0125719
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://NMSCOTTISHRITE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2. DESCRIPTION: LEASE/RENT INCOME. AMOUNT: 41,925. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 41,927.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 3,642. DESCRIPTION: OTHER EXPENSES. AMOUNT: 52,034. TOTAL TO FORM 990-EZ, LINE 14: 55,676.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTSING AND PROMOTION. AMOUNT: 2,603. DESCRIPTION: BANK FEES. AMOUNT: 173. DESCRIPTION: EVENTS & USE COSTS. AMOUNT: 7,841. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,547. DESCRIPTION: INSURANCE. AMOUNT: 42,712. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 9,137. DESCRIPTION: GRANTS EXPENSE. AMOUNT: 15,000. DESCRIPTION: UNCOLLECTABLE ACCOUNTS. AMOUNT: 2,877. TOTAL TO FORM 990-EZ, LINE 16: 82,890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 8,780. END OF YEAR AMOUNT: 500. DESCRIPTION: DUE FROM HISTORICAL FOUNDATION. BEG. OF YEAR AMOUNT: 5,048. END OF YEAR AMOUNT: 5,048. DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 1,376. END OF YEAR AMOUNT: 1,376. DESCRIPTION: ROBES INVENTORY. BEG. OF YEAR AMOUNT: 19,546. END OF YEAR AMOUNT: 19,565. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 495. END OF YEAR AMOUNT: 194.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DAMAGE DEPOSITS. BEG. OF YEAR AMOUNT: 2,280. END OF YEAR AMOUNT: 3,000. DESCRIPTION: DUE TO ENDMNT & MEMBERSHIP FUND. BEG. OF YEAR AMOUNT: 13,320. END OF YEAR AMOUNT: 13,320. DESCRIPTION: LESS FORTUNATE BROS FUND. BEG. OF YEAR AMOUNT: 3,463. END OF YEAR AMOUNT: 3,463. DESCRIPTION: ORGAN FUND. BEG. OF YEAR AMOUNT: 1,535. END OF YEAR AMOUNT: 1,535. DESCRIPTION: SCOTTISH RITE FOUNDATION. BEG. OF YEAR AMOUNT: 19,095. END OF YEAR AMOUNT: 19,761. DESCRIPTION: SCOTTISH RITE FOUNDATION LIAB. BEG. OF YEAR AMOUNT: 665. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY A ASSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059824414
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SANTA FE LODGE OF PERFECTION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0850067235
ReturnHeader/Filer/PhoneNum05059824414
ReturnHeader/Filer/USAddress/AddressLine1Txt0LODGE OF PERFECTION INC
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0875042024
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/ReturnTs02022-07-18T16:41:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASSAD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,524
Liabilities
$41,079
Net assets
$99,445
Revenue
$125,719
Expenses
$139,656
Net income
-$13,937
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)10 • <$500k nonprofits