Civic Intelligence

Santa Fe Scottish Rite Temple Historical Preservation Foundation

990EZ • Fiscal year 2014 • EIN 85-0437846

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

2014 filings • NTEE A80 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • NTEE A80 • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-1.9%

Faster asset growth than 40% of similar nonprofits.

2014 filings • NTEE A80 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

78%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • NTEE A80 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$309,285

Down $6,107 (-1.9%) from 2013

Net Assets

$309,285

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$30,941

Up $13,540 (+78%) from 2013

Expenses

Up

$37,048

Up $2,600 (+7.5%) from 2013

Net Income

Up

-$6,107

Up $10,940 (+64%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$309,285
Liabilities-
Net Assets$309,285

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$30,941
Expenses$37,048
Net Income-$6,107
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$31,832
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.

To repair, maintain, and preserve the building of the scottish rite temple.

Program Services

DescriptionGrantsExpenses
TO REPAIR, MAINTAIN, AND PRESERVE THE BUILDING OF THE SCOTTISH RITE TEMPLE.$37,048-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON L HELBERGPresident-$0--
WESLEY D THORNTONVice PresidentPT$0--
ROY MCCONKEYTreasurer-$0--
JOSE MONTANOSecretaryPT$0--
JACK GENTRYDirector-$0--
SCOTT JAQUITHDirector-$0--
RICHARD MARESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Santa Fe Scottish Rite Temple
EIN
85-0437846
Phone
5059824414
Address
PO BOX 2024, SANTA FE, NM 87504

Signing Officer

Name
Jose Montano
Title
Secretary
Signed
2015-11-02
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.1002

Office Expenses $25

Other Expenses.1009

Depreciation $978

Other Expenses.1012

Insurance $11611

Other Expenses.1

Administrative expenses $11611

Other Expenses.2

Securities write off $3155

Other Expenses.3

LICENSE & PERMITS $448

Other Expenses.4

GOUNDS MAINTENACE $377

Other Expenses.5

Miscellaneous expense $116

Other Assets.1004

Miscellaneous - Beginning $1223 Miscellaneous - Ending $245

Other Assets.1

DUE FROM SANTA FE LODGE OF PERFECTION - Beginning $845 DUE FROM SANTA FE LODGE OF PERFECTION - Ending $9843

Other Assets.2

DUE FROM SANTA FE HISTORICIAL FND - Beginning $23794 DUE FROM SANTA FE HISTORICIAL FND - Ending $19760

Other Assets.3

MET LIFE POLICY - Beginning $65109 MET LIFE POLICY - Ending $65109

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DON L HELBERG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROY MCCONKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSE MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK GENTRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT JAQUITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD MARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt090971
IRS990EZ/OtherAssetsTotalDetail/EOYAmt094957
IRS990EZ/OtherExpensesTotalAmt028321
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REPAIR, MAINTAIN, AND PRESERVE THE BUILDING OF THE SCOTTISH RITE TEMPLE.
IRS990EZ/ProgramServiceRevenueAmt017062
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO REPAIR, MAINTAIN, AND PRESERVE THE BUILDING OF THE SCOTTISH RITE TEMPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037048
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt01024
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://nmscottishrite.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036926
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0267663
IRS990ScheduleA/TotalSupportAmt0279092
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $11611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE EXPENSES $11611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECURITIES WRITE OFF $3155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSE & PERMITS $448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOUNDS MAINTENACE $377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS EXPENSE $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous - Beginning $1223 Miscellaneous - Ending $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE FROM SANTA FE LODGE OF PERFECTION - Beginning $845 DUE FROM SANTA FE LODGE OF PERFECTION - Ending $9843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DUE FROM SANTA FE HISTORICIAL FND - Beginning $23794 DUE FROM SANTA FE HISTORICIAL FND - Ending $19760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MET LIFE POLICY - Beginning $65109 MET LIFE POLICY - Ending $65109
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.3
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE MONTANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE SCOTTISH RITE TEMPLE
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0850437846
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/ReturnTs02015-11-02T14:24:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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