Civic Intelligence

Santa Fe Scottish Rite Temple Historical Preservation Foundation

990EZ • Fiscal year 2015 • EIN 85-0437846

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 24, 2016

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

92nd percentile

85%

Higher net margin than 92% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Source year 2015

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.

2015 filings • NTEE A80 • <$500k nonprofits • Source year 2015

Asset Growth

83rd percentile

49%

Faster asset growth than 83% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

478%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$461,124

Up $151,839 (+49%) from 2014

Net Assets

Up

$461,124

Up $151,839 (+49%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$178,841

Up $147,900 (+478%) from 2014

Expenses

Down

$27,002

Down $10,046 (-27%) from 2014

Net Income

Up

$151,839

Up $157,946 (+2586%) from 2014

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

2015

Assets$461,124
Liabilities-
Net Assets$461,124

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

2015

Revenue$178,841
Expenses$27,002
Net Income$151,839
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 24, 2016
Return Version
2015v2.0
Gross Receipts
$184,744
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.$27,002-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ADAMSPresidentPT$0--
DON HELBERGVice PresidentPT$0--
THOMAS DILLONTreasurerPT$0--
JOSE MONTANOSecretaryPT$0--
WESLEY D THORNTONDirectorPT$0--
DON HELBERGDirectorPT$0--
JOSE M MONTANODirectorPT$0--
JOHN R ADAMSDirectorPT$0--
ROY V MCCONKEY IIIDirectorPT$0--
JEFFREY D JOHNSONDirectorPT$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
John Adams
Title
President
Signed
2016-10-24
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 $68

Other Expenses.1009

Depreciation $2398

Other Expenses.1

GOUNDS MAINTENACE $14463

Other Expenses.2

Administrative expenses $138

Other Expenses.3

SUPPLIES $118

Other Expenses.4

CORPORATE RECORDS $30

Other Assets.1003

Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $6131

Other Assets.1004

Miscellaneous - Beginning $245 Miscellaneous - Ending $0

Other Assets.1

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

Other Assets.2

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

Other Assets.3

MET LIFE POLICY - Beginning $65109 MET LIFE POLICY - Ending $64598

Raw XML Appendix196 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/PersonNm9JEFFREY D JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://nmscottishrite.org/
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $2398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOUNDS MAINTENACE $14463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE EXPENSES $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CORPORATE RECORDS $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $6131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous - Beginning $245 Miscellaneous - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUE FROM SANTA FE LODGE OF PERFECTION - Beginning $9843 DUE FROM SANTA FE LODGE OF PERFECTION - Ending $9843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE FROM SANTA FE HISTORICIAL FND - Beginning $19760 DUE FROM SANTA FE HISTORICIAL FND - Ending $19760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MET LIFE POLICY - Beginning $65109 MET LIFE POLICY - Ending $64598
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5373
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0875025373
ReturnHeader/PreparerPersonGrp/PhoneNum05059885560
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-24T13:24:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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