Nonprofit · EIN 85-0067235
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION
Also known as SANTA FE LODGE OF PERFECTION
Tax-exempt · SANTA FE, NM 87504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $343,597 | $238,563 | $105,034 | $326,615 | $72,053 | $254,562 |
| December 31, 2023 | 990-EZ | $165,675 | $170,778 | -$5,103 | $206,275 | $56,877 | $149,398 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $116,475
- Program service revenue
- $0
- Investment income
- $5
- Net rental income
- $218,909
- Other revenue
- $227,117
Expenses
- Grants and similar amounts paid
- $67,668
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,540
- Depreciation
- $5,932
- Program services (functional)
- $215,756
- Management and general (functional)
- $22,807
Balance sheet and other
- Total assets, start of year
- $206,275
- Total assets, end of year
- $326,615
- Total liabilities, end of year
- $72,053
- Net assets, end of year
- $254,562
- Land, buildings and equipment
- $137,681
- Net assets without donor restrictions
- $254,562
- Gross receipts
- $396,487
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1908
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN RADAMS | SECRETARY Trustee or director, Officer | 5 | $0 |
| WESLEY D THORNTON | PRESIDENT Trustee or director, Officer | 10 | $0 |
| DON BOVIA | DIRECTOR Trustee or director | 5 | $0 |
| DANN KELEHAN | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 |
| JEFFREY A ASSAD | TREASURER Trustee or director, Officer | 10 | $0 |
| JAMES COOMBS | DIRECTOR Trustee or director | 5 | $0 |
| CHARLES STAFFORD | DIRECTOR Trustee or director | 5 | $0 |
| MARK Z OLDKNOW | DIRECTOR Trustee or director | 5 | $0 |
| JOSE MONTANO | DIRECTOR Trustee or director | 5 | $0 |
| SCOTT PURVIS | DIRECTOR Trustee or director | 5 | $0 |
| GARY L SCOTT | DIRECTOR Trustee or director | 5 | $0 |
| GREY BAKER | DIRECTOR Trustee or director | 5 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DON BOVIA | DIRECTOR | 2 | $0 |
| CAMERON COLFACK | DIRECTOR | 2 | $0 |
| JOHN R ADAMS | SECRETARY | 2 | $0 |
| WESLEY D THORNTON | PRESIDENT | 2 | $0 |
| HARRY JENKINS | DIRECTOR | 2 | $0 |
| JAMES IRICK | DIRECTOR | 2 | $0 |
| JEFFREY ASSAD | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- LODGE OF PERFECTION INC, SANTA FE, NM 87504-0000
- Principal officer (990 for 2024)
- JEFFREY A ASSAD, LODGE OF PERFECTION INC, SANTA FE, NM 875042024
- Signed the 990
- JEFFREY A ASSAD, TREASURER
- Phone
- (505) 982-4414
- Website
- NMSCOTTISHRITE.ORG
- Return prepared by
- SWAIN & GRIECO LLC
Mission
THE ANCIENT & ACCEPTED SCOTTISH RITE OF SANTA FE HELP PROTECT, PRESERVE,MAINTAIN, RESTORE, AND DEVELOP THE SANTA FE SCOTTISH RITE TEMPLE AS ACITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL ANDCULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TOTHE PUBLIC FOR ARTS, CULTURE AND EDUCATION.
Program accomplishments
- THE ANCIENT & ACCEPTED SCOTTISH RITE OF SANTA FE WORKS TO HELP PROTECT, PRESERVE,MAINTAIN, RESTORE, AND DEVELOP THE SANTA FE SCOTTISH RITE TEMPLE AS ACITY, STATE, AND NATIONAL HISTORICAL LANDMARK.Expenses $215,756
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 85-0067235
- Tax-exempt status
- 501(c)(10): Domestic fraternal society
- Exempt since
- 1940
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $326,615
- Income (IRS master file)
- $396,487
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $343,597 | $238,563 | $326,615 | IRS |
| 990-EZ | December 2023 | $165,675 | $170,778 | $206,275 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0067235).
Questions about ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION
- What is the EIN of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION?
- The employer identification number (EIN) of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION is 85-0067235.
- Is ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(10) since 1940.
- Which annual return does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION?
- The 990 for the year ended December 31, 2024 names JEFFREY A ASSAD.
- Who are the officers and directors of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $343,597, expenses of $238,563 and total assets of $326,615 at year end.
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