Civic Intelligence

New Mexico Scottish Rite Foundation

990 • Fiscal year 2017 • EIN 85-0374164

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A
6501 Americas Parkway NE Suite 700Albuquerque, NM 87110

(505) 843-6492

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

734%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,267,880

Up $72,143 (+6.0%) from 2016

Net Assets

Up

$1,267,880

Up $72,143 (+6.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Up

$288,052

Up $253,529 (+734%) from 2016

Expenses

Up

$122,863

Up $7,855 (+6.8%) from 2016

Net Income

Up

$165,189

Up $245,674 (+305%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,309,352Liabilities 2010: $7,877Net Assets 2010: $1,301,4752010Assets 2011: $1,281,936Liabilities 2011: $7,227Net Assets 2011: $1,274,7092011Assets 2012: $1,254,903Liabilities 2012: $4,592Net Assets 2012: $1,250,3112012Assets 2013: $1,208,904Liabilities 2013: $5,146Net Assets 2013: $1,203,7582013Assets 2014: $1,298,896Liabilities 2014: $5,340Net Assets 2014: $1,293,5562014Assets 2015: $1,276,627Liabilities 2015: $405Net Assets 2015: $1,276,2222015Assets 2016: $1,195,737Liabilities 2016: $0Net Assets 2016: $1,195,7372016Assets 2017: $1,267,880Liabilities 2017: $0Net Assets 2017: $1,267,8802017Assets 2018: $1,164,535Liabilities 2018: $0Net Assets 2018: $1,164,5352018Assets 2019: $1,269,876Liabilities 2019: $0Net Assets 2019: $1,269,8762019Assets 2020: $1,316,346Liabilities 2020: $0Net Assets 2020: $1,316,3462020Assets 2021: $1,216,143Liabilities 2021: $0Net Assets 2021: $1,216,1432021Assets 2022: $1,139,321Liabilities 2022: $0Net Assets 2022: $1,139,3212022Assets 2023: $1,181,052Liabilities 2023: $0Net Assets 2023: $1,181,0522023Assets 2024: $1,517,959Liabilities 2024: $0Net Assets 2024: $1,517,9592024

Highlighted filing

2017

Assets$1,267,880
Liabilities$0
Net Assets$1,267,880
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KRevenue 2010: $88,873Expenses 2010: $112,161Net Income 2010: -$23,2882010Revenue 2011: $76,165Expenses 2011: $102,931Net Income 2011: -$26,7662011Revenue 2012: $86,950Expenses 2012: $111,345Net Income 2012: -$24,3952012Revenue 2013: $95,232Expenses 2013: $141,785Net Income 2013: -$46,5532013Revenue 2014: $206,084Expenses 2014: $116,286Net Income 2014: $89,7982014Revenue 2015: $145,348Expenses 2015: $162,682Net Income 2015: -$17,3342015Revenue 2016: $34,523Expenses 2016: $115,008Net Income 2016: -$80,4852016Revenue 2017: $288,052Expenses 2017: $122,863Net Income 2017: $165,1892017Revenue 2018: $17,264Expenses 2018: $59,191Net Income 2018: -$41,9272018Revenue 2019: $44,909Expenses 2019: $100,344Net Income 2019: -$55,4352019Revenue 2020: $26,181Expenses 2020: $63,528Net Income 2020: -$37,3472020Revenue 2021: $95,084Expenses 2021: $60,930Net Income 2021: $34,1542021Revenue 2022: -$22,306Expenses 2022: $72,221Net Income 2022: -$94,5272022Revenue 2023: $90,837Expenses 2023: $64,219Net Income 2023: $26,6182023Revenue 2024: $368,852Expenses 2024: $83,396Net Income 2024: $285,4562024

Highlighted filing

2017

Revenue$288,052
Expenses$122,863
Net Income$165,189
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$1,494,112
Mission and Program Overview

Mission

The foundation assists new mexico schools in reading and learning centers

Childhood language disorders treatment

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,175,739$1,145,176▼ $30,563
Cash and Non-Interest-Bearing Accounts$19,998$122,704▲ $102,706
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,195,737$1,267,880▲ $72,143
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,195,737$1,267,880▲ $72,143
Total Liabilities and Net Assets / Fund Balance$1,195,737$1,267,880▲ $72,143
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David LawsonPresident
Ralph EasleyVice President
Boyd WoodDirector
John HollandDirector
Kalith SmithDirector
Mark DanielsDirector
Don WallinSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,000
Program Service Revenue
$0
Investment Income
$187,052
Other Revenue
$0
All Other Contributions
$101,000
Change in Net Assets
$165,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$107,065
Other Expenses$15,798
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$107,065--$107,065
Fees for Service Investment Mgmnt Fees$14,376--$14,376
Insurance$900--$900
Other Expenses$522--$522
Total Functional Expenses$122,863$0$0$122,863
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethlehem Lodge No 56Belen, NM-To Provide Funding for Payroll.$20,000
Edgewood Lodge No 82Edgewood, NM-To Provide Funding for Payroll.$20,000
Hobbs Lodge No 63Hobbs, NM-To Provide Funding for Payroll.$20,000
San Juan Learning CenterAztec, NM-To Provide Funding for Payroll.$20,000
Mesa Lodge No 68Albuquerque, NM-To Provide Funding for Payroll.$17,065
CLOVIS MASONIC LODGE #40Clovis, NM-To Provide Funding for Payroll.$10,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

“Draft of form 990 is provided to board members through email before filing.”

Form 990, Part VI, Section C, Line 19

“Financial statements and form 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
New Mexico Scottish Rite Foundation
EIN
85-0374164
Phone
5058436492
Address
6501 AMERICAS PARKWAY NE SUITE 700, ALBUQUERQUE, NM 87110

Signing Officer

Name
David Lawson
Title
President
Phone
5058436492
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Lawson
Formed
1989
Legal Domicile
Nm
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Atkinson & Co Ltd
Address
PO BOX 25246, ALBUQUERQUE, NM 87125
Preparer
Jessica Locker CPA
Phone
5058436492
Raw XML Appendix373 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.

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO PROVIDE FUNDING FOR PAYROLL.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BETHLEHEM LODGE NO 56
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0870020167
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1882410632
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2871082026
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd3870150582
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd487410
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd588101
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS PROVIDED TO BOARD MEMBERS THROUGH EMAIL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01195737
IRS990/TotalAssetsEOYAmt01267880
IRS990/TotalAssetsGrp/BOYAmt01195737
IRS990/TotalAssetsGrp/EOYAmt01267880
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0101000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122863
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01195737
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01267880
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122863
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0187052
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288052
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01195737
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01267880
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087110
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LAWSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05058436492
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW MEXICO SCOTTISH RITE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEWM
ReturnHeader/Filer/EIN0850374164
ReturnHeader/Filer/PhoneNum05058436492
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D75548BE305D61F57F61421DEE51489B47E9F7C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.161.41.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm014:12:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850211867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATKINSON & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 25246
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087125
ReturnHeader/PreparerPersonGrp/PhoneNum05058436492
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA LOCKER CPA
ReturnHeader/ReturnTs02018-11-15T10:54:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,267,880
Liabilities
$0
Net assets
$1,267,880
Revenue
$288,052
Expenses
$122,863
Net income
$165,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.37$0.08$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.10$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.29$0.12$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.12$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.15$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$0.21$0.12$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$0.10$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.09$0.11$0.02
2011Summary only. Only limited summary data is available for this year.$1.28$0.01$1.27$0.08$0.10$0.03
2010Summary only. Only limited summary data is available for this year.$1.31$0.01$1.30$0.09$0.11$0.02