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Nonprofit · EIN 85-0374164

NEW MEXICO SCOTTISH RITE FOUNDATION

Tax-exempt · ALBUQUERQUE, NM 87110

Financials

$91K$64K2023$369K$83K2024
Revenue Expenses · by fiscal year end
Financials of NEW MEXICO SCOTTISH RITE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$368,852$83,396$285,456$1,517,959$0$1,517,959
December 31, 2023990-PF$90,837$64,219$26,618$1,181,052$0$1,181,052
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$307,212
Dividends
$28,536
Net gain from sales of assets
$32,894
Other income
$210

Expenses

Grants and similar amounts paid
$60,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$65,390
Excise tax on investment income
$644

Balance sheet and other

Total assets, start of year
$1,181,052
Total assets, end of year
$1,517,959
Total liabilities, end of year
$0
Net assets, end of year
$1,517,959
Fair market value of assets
$1,760,574
Qualifying distributions
$65,390
Net investment income
$61,640

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID LAWSON
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
PRESIDENT10$0
MARK DANIELS
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
VICE PRESIDENT2$0
DON WALLIN
PO BOX 112, MORIARTY, NM 87035
SECRETARY/TREASURER2$0
JIMMIE BERKEY
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
DIRECTOR1$0
LEVI MOODY
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
DIRECTOR1$0
KALITH SMITH
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
DIRECTOR1$0
BOYD WOOD
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DAVID LAWSON
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
PRESIDENT10$0
MARK DANIELS
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
VICE PRESIDENT2$0
DON WALLIN
PO BOX 112, MORIARTY, NM 87035
SECRETARY/TREASURER2$0
JOHN HOLLAND
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
DIRECTOR1$0
DUANE WALKER
6501 AMERICAS PARKWAY SUITE 500, ALBUQUERQUE, NM 87110
DIRECTOR1$0

Address and contacts

Address (IRS master file)
6501 AMERICAS PKWY NE STE 500, ALBUQUERQUE, NM 87110-5311
Signed the 990-PF
DON WALLIN, SECRETARY/TREASURER
Phone
(505) 842-8290
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
85-0374164
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,517,959
Income (IRS master file)
$951,033

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$368,852$83,396$1,517,959IRS
990-PFDecember 2023$90,837$64,219$1,181,052XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 85-0374164).

Questions about NEW MEXICO SCOTTISH RITE FOUNDATION

What is the EIN of NEW MEXICO SCOTTISH RITE FOUNDATION?
The employer identification number (EIN) of NEW MEXICO SCOTTISH RITE FOUNDATION is 85-0374164.
Is NEW MEXICO SCOTTISH RITE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to NEW MEXICO SCOTTISH RITE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NEW MEXICO SCOTTISH RITE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NEW MEXICO SCOTTISH RITE FOUNDATION 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 NEW MEXICO SCOTTISH RITE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of NEW MEXICO SCOTTISH RITE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does NEW MEXICO SCOTTISH RITE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $368,852, expenses of $83,396 and total assets of $1,517,959 at year end.

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