Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990EZ • Fiscal year 2020 • EIN 85-0067235

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 05, 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

93rd percentile

0.26x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

1.84x

Higher debt load relative to revenue than 97% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-300%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Asset Growth

11th percentile

-32%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-88%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$153,740

Down $71,667 (-32%) from 2019

Net Assets

Down

$113,382

Down $71,947 (-39%) from 2019

Liabilities

Up

$40,358

Up $280 (+0.7%) from 2019

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin2nd percentile

Revenue

Down

$21,948

Down $163,311 (-88%) from 2019

Expenses

Down

$87,805

Down $64,074 (-42%) from 2019

Net Income

Down

-$65,857

Down $99,237 (-297%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2020

Assets$153,740
Liabilities$40,358
Net Assets$113,382
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$21,948
Expenses$87,805
Net Income-$65,857
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 5, 2022
Return Version
2020v4.2
Gross Receipts
$21,948
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
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$43,903
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$43,902
Compensation and Service Providers
Top Officer Pay82nd 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
2022-03-05
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: 18. Description: lease/rent income. Amount: 18,780. Total included on form 990-ez, line 4: 18,798.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 3,589. Description: other expenses. Amount: 42,019. Total to form 990-ez, line 14: 45,608.”

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

“Description: advertsing and promotion. Amount: 3,246. Description: dues & subscriptions. Amount: 412. Description: events & use costs. Amount: 2,723. Description: information technology. Amount: 137. Description: insurance. Amount: 33,954. Description: office expenses. Amount: 1,146. Total to form 990-ez, line 16: 41,618.”

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

“Description: accounts receivable. Beg. Of year amount: 1,440. End of year amount: 8,780. 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: 19,546. Description: other depreciable assets. Beg. Of year amount: 894. End of year amount: 495.”

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

“Description: damage deposits. Beg. Of year amount: 2,000. End of year amount: 2,280. 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: 19,095. Description: scottish rite foundation liab. Beg. Of year amount: 665. End of year amount: 665.”

Raw XML Appendix169 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN IRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE W MORRISON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSE MONTANO
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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
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IRS990EZ/OperateHospitalInd00
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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.
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IRS990EZ/TotalRevenueAmt021948
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://NMSCOTTISHRITE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 18. DESCRIPTION: LEASE/RENT INCOME. AMOUNT: 18,780. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 18,798.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 3,589. DESCRIPTION: OTHER EXPENSES. AMOUNT: 42,019. TOTAL TO FORM 990-EZ, LINE 14: 45,608.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTSING AND PROMOTION. AMOUNT: 3,246. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 412. DESCRIPTION: EVENTS & USE COSTS. AMOUNT: 2,723. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 137. DESCRIPTION: INSURANCE. AMOUNT: 33,954. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,146. TOTAL TO FORM 990-EZ, LINE 16: 41,618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,440. END OF YEAR AMOUNT: 8,780. 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: 19,546. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 894. END OF YEAR AMOUNT: 495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DAMAGE DEPOSITS. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 2,280. 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: 19,095. DESCRIPTION: SCOTTISH RITE FOUNDATION LIAB. BEG. OF YEAR AMOUNT: 665. END OF YEAR AMOUNT: 665.
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.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY A ASSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059824414
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-05
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/ReturnTs02022-03-18T17:24:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASSAD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,740
Liabilities
$40,358
Net assets
$113,382
Revenue
$21,948
Expenses
$87,805
Net income
-$65,857
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)10 • <$500k nonprofits