Civic Intelligence

Santa Fe Scottish Rite Temple Historical

EIN 85-0437846 • 501(c)3 • Santa Fe, NM

Profile

The santa fe scottish rite temple historical preservation foundation protects, preserves, maintains, restores, and develops the santa fe scottish rite temple as a city, state, and national historical landmark, an educational and cultural resource for freemasonry, and a community center available to the public for arts, culture and education.

Preservation FoundationSanta Fe, NM 87504

nmscottishrite.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.09x

Higher debt load relative to assets than 87% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.42x

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

NTEE A80 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE A80 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

2.6%

Faster asset growth than 49% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

202%

Faster revenue growth than 94% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$466,930

Up $11,915 (+2.6%) from 2023

Liabilities

Up

$43,514

Up $42,701 (+5252%) from 2023

Net Assets

Down

$423,416

Down $30,786 (-6.8%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin24th percentile

Revenue

Up

$103,138

Up $69,010 (+202%) from 2023

Expenses

Up

$116,150

Up $58,836 (+103%) from 2023

Net Income

Up

-$13,012

Up $10,174 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $314,754Liabilities 2010: $02010Assets 2011: $325,255Liabilities 2011: $02011Assets 2012: $332,439Liabilities 2012: $02012Assets 2013: $315,392Liabilities 2013: $02013Assets 2014: $309,285Net Assets 2014: $309,2852014Assets 2015: $461,124Net Assets 2015: $461,1242015Assets 2016: $679,054Liabilities 2016: $0Net Assets 2016: $679,0542016Assets 2017: $401,896Net Assets 2017: $401,8962017Assets 2018: $425,696Liabilities 2018: $126Net Assets 2018: $425,5702018Assets 2019: $418,367Liabilities 2019: $375Net Assets 2019: $417,9922019Assets 2020: $483,495Liabilities 2020: $0Net Assets 2020: $483,4952020Assets 2021: $515,649Liabilities 2021: $0Net Assets 2021: $515,6492021Assets 2022: $455,000Liabilities 2022: $785Net Assets 2022: $454,2152022Assets 2023: $455,015Liabilities 2023: $813Net Assets 2023: $454,2022023Assets 2024: $466,930Liabilities 2024: $43,514Net Assets 2024: $423,4162024

Highlighted filing

2024

Assets$466,930
Liabilities$43,514
Net Assets$423,416
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $103,115Expenses 2010: $12,643Net Income 2010: $90,4722010Revenue 2011: $126,942Expenses 2011: $116,441Net Income 2011: $10,5012011Revenue 2012: $42,279Expenses 2012: $35,095Net Income 2012: $7,1842012Revenue 2013: $17,401Expenses 2013: $34,448Net Income 2013: -$17,0472013Revenue 2014: $30,941Expenses 2014: $37,048Net Income 2014: -$6,1072014Revenue 2015: $178,841Expenses 2015: $27,002Net Income 2015: $151,8392015Revenue 2016: $56,980Expenses 2016: $14,050Net Income 2016: $42,9302016Revenue 2017: $20,918Expenses 2017: $114,619Net Income 2017: -$93,7012017Revenue 2018: $64,291Expenses 2018: $40,617Net Income 2018: $23,6742018Revenue 2019: $39,482Expenses 2019: $47,060Net Income 2019: -$7,5782019Revenue 2020: $23,076Expenses 2020: $11,663Net Income 2020: $11,4132020Revenue 2021: $27,708Expenses 2021: $20,260Net Income 2021: $7,4482021Revenue 2022: $18,062Expenses 2022: $35,236Net Income 2022: -$17,1742022Revenue 2023: $34,128Expenses 2023: $57,314Net Income 2023: -$23,1862023Revenue 2024: $103,138Expenses 2024: $116,150Net Income 2024: -$13,0122024

Highlighted filing

2024

Revenue$103,138
Expenses$116,150
Net Income-$13,012
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$466,930
Liabilities
$43,514
Net assets
$423,416
Revenue
$103,138
Expenses
$116,150
Net income
-$13,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.44$4.23$1.03$1.16$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.55$0.01$4.54$0.34$0.57$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.01$4.54$0.18$0.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.28$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.23$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.39$0.47$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.64$0.41$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.02$4.02$0.21$1.15$0.94
2016Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.57$0.14$0.43
2015Detailed filing. Detailed filing data is available for this year.$4.61$4.61$1.79$0.27$1.52
2014Detailed filing. Detailed filing data is available for this year.$3.09$3.09$0.31$0.37$0.06
2013Summary only. Only limited summary data is available for this year.$3.15$0.00$0.17$0.34$0.17
2012Summary only. Only limited summary data is available for this year.$3.32$0.00$0.42$0.35$0.07
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$1.27$1.16$0.11
2010Summary only. Only limited summary data is available for this year.$3.15$0.00$1.03$0.13$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$103,138
Mission and Program Overview

Mission

The santa fe scottish rite temple historical preservation foundation protects, preserves, maintains, restores, and develops the santa fe scottish rite temple as a city, state, and national historical landmark, an educational and cultural resource for freemasonry, and a community center available to the public for arts, culture and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$299,376$313,122▲ $13,746
Cash and Non-Interest-Bearing Accounts$104,547$79,457▼ $25,090
Investments Other Securities-$48,363-
Land, Buildings, and Equipment, Net$22,288$21,611▼ $677
Accounts Receivable$28,804$4,227▼ $24,577
Total Assets$455,015$466,930▲ $11,915
Other Assets Total$0$150▲ $150
Liabilities
Accounts Payable and Accrued Expenses$813$43,514▲ $42,701
Total Liabilities$813$43,514▲ $42,701
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$454,202$423,416▼ $30,786
Total Net Assets Fund Balance$454,202$423,416▼ $30,786
Total Liabilities and Net Assets / Fund Balance$455,015$466,930▲ $11,915

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,611$42,393$64,004
Equipment$0$6,024$6,024
Other Securities$48,363--
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
James F IrickChairman
Wesley D ThorntonPresident
David MillisDirector
Douglas OttersbergDirector
Gary L ScottDirector
James CoombsDirector
Mark S OldknowDirector
John R AdamsSecretary
Jeffrey a AssadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,298
Program Service Revenue
$14,436
Investment Income
$23,404
Other Revenue
$0
All Other Contributions
$65,298
Change in Net Assets
$-13,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,569
Other Expenses$14,581
Total Fundraising Expense$10,912
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,569--$101,569
Fees for Services Other$1,938--$1,938
Office Expenses$866--$866
Depreciation Depletion$677--$677
Fees for Service Investment Mgmnt Fees$150--$150
Other Expenses$38-$1,407$38
Total Functional Expenses$105,238$0$10,912$116,150
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Fe Lodge of PerfectionSanta Fe, NM501(c)(10)Charitable Support - Building$101,569
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
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

“A complete tax return is prepared, reviewed by the president, and then approved by the entire board of the organization.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to file annual conflict of interest statements.”

Form 990, Part VI, Section C, Line 18

“All financial documents including financial statements and tax returns are available upon written request to the organization.”

Form 990, Part VI, Section C, Line 19

“All financial documents including financial statements and tax returns are available upon written request to the organization.”

Filing and Contact Details

Filer

Filer Name
Santa Fe Scottish Rite Temple Historical
EIN
85-0437846
Phone
5059824414
Address
PRESERVATION FOUNDATION, SANTA FE, NM 87504

Signing Officer

Name
Jeffrey a Assad
Title
Treasurer
Phone
5059824414
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey a Assad
Formed
2015
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Swain & Grieco LLC
Address
2050 BOTULPH ROAD SUITE A, SANTA FE, NM 87505
Preparer
Michael D Swain CPA
Phone
5059883770
Raw XML Appendix380 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0813
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043514
IRS990/AccountsReceivableGrp/BOYAmt028804
IRS990/AccountsReceivableGrp/EOYAmt04227
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION PROTECTS, PRESERVES, MAINTAINS, RESTORES, AND DEVELOPS THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.
IRS990/AllOtherContributionsAmt065298
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN ADAMS
IRS990/BooksInCareOfDetail/PhoneNum05059824414
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0463 PASEO DE PERALTA
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd087501
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0104547
IRS990/CashNonInterestBearingGrp/EOYAmt079457
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt065298
IRS990/CYGrantsAndSimilarPaidAmt0101569
IRS990/CYInvestmentIncomeAmt023404
IRS990/CYOtherExpensesAmt014581
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt014436
IRS990/CYRevenuesLessExpensesAmt0-13012
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0116150
IRS990/CYTotalFundraisingExpenseAmt010912
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0103138
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0677
IRS990/DepreciationDepletionGrp/TotalAmt0677
IRS990/Desc0THE SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION PROTECTS, PRESERVES, MAINTAINS, RESTORES, AND DEVELOPS THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0105238
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01938
IRS990/FeesForServicesOtherGrp/TotalAmt01938
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0150
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN R ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1WESLEY D THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES F IRICK
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK S OLDKNOW
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID MILLIS
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES COOMBS
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFFREY A ASSAD
IRS990/Form990PartVIISectionAGrp/PersonNm7GARY L SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm8DOUGLAS OTTERSBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0101569
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0101569
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0101569
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0103138
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt023404
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023404
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt048363
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0299376
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0313122
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt02
IRS990/LandBldgEquipAccumDeprecAmt048417
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022288
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021611
IRS990/LandBldgEquipCostOrOtherBssAmt070028
IRS990/LegalDomicileStateCd0NM
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION PROTECTS, PRESERVES, MAINTAINS, RESTORES, AND DEVELOPS THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0454202
IRS990/NetAssetsOrFundBalancesEOYAmt0423416
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013742
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0454202
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0423416
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0866
IRS990/OfficeExpensesGrp/TotalAmt0866
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BURNS NIGHT
IRS990/OtherExpensesGrp/Desc1BOOK PROJECT
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt09505
IRS990/OtherExpensesGrp/FundraisingAmt11407
IRS990/OtherExpensesGrp/ProgramServicesAmt038
IRS990/OtherExpensesGrp/TotalAmt09505
IRS990/OtherExpensesGrp/TotalAmt11407
IRS990/OtherExpensesGrp/TotalAmt238
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY A ASSAD
IRS990/PriorPeriodAdjustmentsAmt0-31516
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0459900
IRS990/ProgramServiceRevenueGrp/Desc0BOOK SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014436
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014436
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010817
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt044969
IRS990/PYInvestmentIncomeAmt09393
IRS990/PYOtherExpensesAmt012345
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013918
IRS990/PYRevenuesLessExpensesAmt0-23186
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt057314
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034128
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-13012
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt096349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011553
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023961
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06068
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074379
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56430
IRS990ScheduleA/PublicSupportPY170Pct00.41140
IRS990ScheduleA/PublicSupportTotal170Amt096349
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03866
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013563
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096349
IRS990ScheduleA/TotalSupportAmt0170728
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt021611
IRS990ScheduleD/BuildingsGrp/DepreciationAmt042393
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt064004
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06024
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06024
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt048363
IRS990ScheduleD/OtherSecuritiesGrp/Desc0METLIFE POLICY HOLDER
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021611
IRS990ScheduleD/TotalBookValueSecuritiesAmt048363
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0101569
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(10)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE SUPPORT - BUILDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA FE LODGE OF PERFECTION
IRS990ScheduleI/RecipientTable/RecipientEIN0473498513
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 2024
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA FE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd087504
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE TAX RETURN IS PREPARED, REVIEWED BY THE PRESIDENT, AND THEN APPROVED BY THE ENTIRE BOARD OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO FILE ANNUAL CONFLICT OF INTEREST STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FINANCIAL DOCUMENTS INCLUDING FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL FINANCIAL DOCUMENTS INCLUDING FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0455015
IRS990/TotalAssetsEOYAmt0466930
IRS990/TotalAssetsGrp/BOYAmt0455015
IRS990/TotalAssetsGrp/EOYAmt0466930
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt065298
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010912
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0105238
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116150
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0813
IRS990/TotalLiabilitiesEOYAmt043514
IRS990/TotalLiabilitiesGrp/BOYAmt0813
IRS990/TotalLiabilitiesGrp/EOYAmt043514
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0454202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0423416
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0105238
IRS990/TotalProgramServiceRevenueAmt014436
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014436
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0103138
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0455015
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0466930
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PRESERVATION FOUNDATION
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087504
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0NMSCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY A ASSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059824414
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE SCOTTISH RITE TEMPLE HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRESERVATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0850437846
ReturnHeader/Filer/PhoneNum05059824414
ReturnHeader/Filer/USAddress/AddressLine1Txt0PRESERVATION FOUNDATION
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087504
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02025-11-17T15:12:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.