Civic Intelligence

Scottish Rite Childhood Language Foundation of New Mexico

990 • Fiscal year 2020 • EIN 85-2261583

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

463 Paseo DE PeraltaSanta Fe, NM 87501-1958

(505) 982-4414

Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

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

2020 filings • NTEE B12 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.00x

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

2020 filings • NTEE B12 • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2020 filings • NTEE B12 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2020 filings • NTEE B12 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$162,583

No earlier filing loaded for comparison.

Net Assets

$162,583

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$163,242

No earlier filing loaded for comparison.

Expenses

$659

No earlier filing loaded for comparison.

Net Income

$162,583

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $162,583Liabilities 2020: $0Net Assets 2020: $162,5832020Assets 2021: $214,993Liabilities 2021: $0Net Assets 2021: $214,9932021Assets 2022: $226,509Liabilities 2022: $0Net Assets 2022: $226,5092022Assets 2023: $253,810Liabilities 2023: $0Net Assets 2023: $253,8102023Assets 2024: $274,526Liabilities 2024: $0Net Assets 2024: $274,5262024

Highlighted filing

2020

Assets$162,583
Liabilities$0
Net Assets$162,583

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2020: $163,242Expenses 2020: $659Net Income 2020: $162,5832020Revenue 2021: $52,410Expenses 2021: $0Net Income 2021: $52,4102021Revenue 2022: $17,016Expenses 2022: $5,500Net Income 2022: $11,5162022Revenue 2023: $32,321Expenses 2023: $5,020Net Income 2023: $27,3012023Revenue 2024: $25,716Expenses 2024: $5,000Net Income 2024: $20,7162024

Highlighted filing

2020

Revenue$163,242
Expenses$659
Net Income$162,583
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.0
Gross Receipts
$163,242
Mission and Program Overview

Mission

The corporation is organized exclusively for educational and charitable purposes under section 501(c)(3) of the internal revenue code of 1986, as amended. The directors and officers named herein are acting by the authority of and under the jurisdiction of the supreme council 33, ancient and accepted scottish rite of freemasonry, southern jurisdiction, united states of america (hereinafter the supreme council.) the purpose of the foundation is to help children learn to speak, read and write by supporting learning centers throughout the state using the scottish rite program and other charitable and educational activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$118,854-
Cash and Non-Interest-Bearing Accounts-$43,729-
Total Assets$0$162,583▲ $162,583
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$162,583-
Total Net Assets Fund Balance$0$162,583▲ $162,583
Total Liabilities and Net Assets / Fund Balance$0$162,583▲ $162,583
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wesley D ThorntonPresident
G Wayne MorrisonMember
Jos M MontaoSecretary
Jeffrey a AssadTreasurer
Mark S OldknowVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$157,660
Program Service Revenue
$0
Investment Income
$5,582
Other Revenue
$0
All Other Contributions
$157,660
Change in Net Assets
$162,583

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Residential1$148,512
Total Noncash Contributions1$148,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$659
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$600--$600
Office Expenses$59--$59
Total Functional Expenses$659$0$0$659
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
Backup withholding compliance
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The board of directors shall have power to conduct, manage and control the affairs and business of the foundation and to make rules not inconsistent with the laws of the state of new mexico or the scottish rite southern jurisdiction.

Form 990, Page 6, Part VI, Line 7B

Members in good standing of the ancient and accepted scottish rite of freemasonry, orient of new mexico shall constitute the members of foundation. Members shall ratify the decisions of the board of directors for the preceeding year. The foundation shall hold its annual meeting in the first calendar quarter of each year. The actual date to be set at the discretion of the board of directors. The annual meeting shall be held at the santa fe scottish rite center, 463 paseo de peralta, santa fe, new mexico. Notices of all meetings of the foundation shall be given to members by the secretary or president, either electronically, telephonically or personally at least fifteen (15) days before such meeting, and such delivery shall constitute due and timely notice. Valleys may also print and disseminate written notices to members while they are attending valley events or other meetings, and may post written notices to members in public areas at the valley headquarters and on the valley's official website, and any such dissemination or posting of printed notice shall constitute due and timely notice. A member's attendance at a meeting shall constitute a waiver of the notice requirement, except in the case of a member who attends solely to dissent to the transaction of the business at the meeting because the meeting has not been convened lawfully. Quorum for the annual meeting shall consist of the members present.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Scottish Rite Childhood Language
EIN
85-2261583
Phone
5059824414
Address
463 PASEO DE PERALTA, SANTA FE, NM 87501-1958
Doing Business As
Srclfonm

Signing Officer

Name
Jos M Montao
Title
Secretary
Phone
5059824414
Signed
2021-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wesley D Thornton
Formed
2020
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Wesley D Thornton CPA
Address
7700 MENAUL BLVD NE STE E, ALBUQUERQUE, NM 87110-4639
Preparer
Wesley D Thornton
Phone
5058890709
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The corporation is organized exclusively for educational and charitable purposes under section 501(c)(3) of the internal revenue code of 1986, as amended. The directors and officers named herein are acting by the authority of and under the jurisdiction of the supreme council 33, ancient and accepted scottish rite of freemasonry, southern jurisdiction, united states of america (hereinafter the supreme council.) the purpose of the foundation is to help children learn to speak, read and write by supporting learning centers throughout the state using the scottish rite program and other charitable and educational activities.

Form 990, Page 1, Part I, Line 6

Members of the board of directors who receive grant applications and approve or disapprove of same. No benefits are received by any member of the board of directors.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE DIRECTORS AND OFFICERS NAMED HEREIN ARE ACTING BY THE AUTHORITY OF AND UNDER THE JURISDICTION OF THE SUPREME COUNCIL 33, ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, SOUTHERN JURISDICTION, UNITED STATES OF AMERICA (HEREINAFTER THE SUPREME COUNCIL.) THE PURPOSE OF THE FOUNDATION IS TO HELP CHILDREN LEARN TO SPEAK, READ AND WRITE BY SUPPORTING LEARNING CENTERS THROUGHOUT THE STATE USING THE SCOTTISH RITE PROGRAM AND OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS WHO RECEIVE GRANT APPLICATIONS AND APPROVE OR DISAPPROVE OF SAME. NO BENEFITS ARE RECEIVED BY ANY MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS SHALL HAVE POWER TO CONDUCT, MANAGE AND CONTROL THE AFFAIRS AND BUSINESS OF THE FOUNDATION AND TO MAKE RULES NOT INCONSISTENT WITH THE LAWS OF THE STATE OF NEW MEXICO OR THE SCOTTISH RITE SOUTHERN JURISDICTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS IN GOOD STANDING OF THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, ORIENT OF NEW MEXICO SHALL CONSTITUTE THE MEMBERS OF FOUNDATION. MEMBERS SHALL RATIFY THE DECISIONS OF THE BOARD OF DIRECTORS FOR THE PRECEEDING YEAR. THE FOUNDATION SHALL HOLD ITS ANNUAL MEETING IN THE FIRST CALENDAR QUARTER OF EACH YEAR. THE ACTUAL DATE TO BE SET AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE ANNUAL MEETING SHALL BE HELD AT THE SANTA FE SCOTTISH RITE CENTER, 463 PASEO DE PERALTA, SANTA FE, NEW MEXICO. NOTICES OF ALL MEETINGS OF THE FOUNDATION SHALL BE GIVEN TO MEMBERS BY THE SECRETARY OR PRESIDENT, EITHER ELECTRONICALLY, TELEPHONICALLY OR PERSONALLY AT LEAST FIFTEEN (15) DAYS BEFORE SUCH MEETING, AND SUCH DELIVERY SHALL CONSTITUTE DUE AND TIMELY NOTICE. VALLEYS MAY ALSO PRINT AND DISSEMINATE WRITTEN NOTICES TO MEMBERS WHILE THEY ARE ATTENDING VALLEY EVENTS OR OTHER MEETINGS, AND MAY POST WRITTEN NOTICES TO MEMBERS IN PUBLIC AREAS AT THE VALLEY HEADQUARTERS AND ON THE VALLEY'S OFFICIAL WEBSITE, AND ANY SUCH DISSEMINATION OR POSTING OF PRINTED NOTICE SHALL CONSTITUTE DUE AND TIMELY NOTICE. A MEMBER'S ATTENDANCE AT A MEETING SHALL CONSTITUTE A WAIVER OF THE NOTICE REQUIREMENT, EXCEPT IN THE CASE OF A MEMBER WHO ATTENDS SOLELY TO DISSENT TO THE TRANSACTION OF THE BUSINESS AT THE MEETING BECAUSE THE MEETING HAS NOT BEEN CONVENED LAWFULLY. QUORUM FOR THE ANNUAL MEETING SHALL CONSIST OF THE MEMBERS PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOS M MONTAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05059824414
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE CHILDHOOD LANGUAGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION OF NEW MEXICO INC
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0852261583
ReturnHeader/Filer/PhoneNum05059824414
ReturnHeader/Filer/USAddress/AddressLine1Txt0463 PASEO DE PERALTA
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0875011958
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850286414
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESLEY D THORNTON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 MENAUL BLVD NE STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871104639
ReturnHeader/PreparerPersonGrp/PhoneNum05058890709
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WESLEY D THORNTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-16T16:53:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTAO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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