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Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction

Santa Fe Lodge Of Perfection

Organization summary

Type of Nonprofit

Designated as a Domestic fraternal societies and associations, which devote their net earnings to charitable, fraternal and other specified purposes, but NOT to provide life, sickness, or accident benefits to their members.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$166k (2023)

Expenses
$171k (2023)

Total Assets
$206k (2023)

Total Liabilities
$56.9k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$165,675
Expenses
$170,778
Net Income
-$5,103
Net Assets
$149,398
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,858
28.9%
Program Services $0
Investment Income $117,817
71.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $206,275
Total Liabilities $56,877
Net Assets $149,398
Compensation
Key Employees and Officers Compensation Other
Don Bovia (Director) $0 $0
Cameron Colfack (Director) $0 $0
John R Adams (Secretary) $0 $0
Wesley D Thornton (President) $0 $0
Harry Jenkins (Director) $0 $0
James Irick (Director) $0 $0
Jeffrey Assad (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$177,941
Expenses
$122,882
Net Income
$55,059
Net Assets
$154,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,373
37.9%
Program Services $0
Investment Income $110,568
62.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $199,236
Total Liabilities $44,732
Net Assets $154,504
Compensation
Key Employees and Officers Compensation Other
Dan Irick (President) $0 $0
George W Morrison (Vice President) $0 $0
Scott G Jaquith (Director) $0 $0
Jose Montano (Secretary) $0 $0
Wesley D Thornton (Director) $0 $0
Dann Kellaham (Director) $0 $0
George E Moss (Director) $0 $0
John R Adams (Director) $0 $0
Jee W Hwang (Director) $0 $0
Jeffrey Assad (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$125,719
Expenses
$139,656
Net Income
-$13,937
Net Assets
$99,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,792
66.7%
Program Services $0
Investment Income $41,927
33.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $140,524
Total Liabilities $41,079
Net Assets $99,445
Compensation
Key Employees and Officers Compensation Other
Dan Irick (President) $0 $0
George W Morrison (Vice President) $0 $0
Scott G Jaquith (Director) $0 $0
Jose Montano (Secretary) $0 $0
Wesley D Thornton (Director) $0 $0
Dann Kellaham (Director) $0 $0
George E Moss (Director) $0 $0
John R Adams (Director) $0 $0
Jee W Hwang (Director) $0 $0
Jeffrey Assad (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,948
Expenses
$87,805
Net Income
-$65,857
Net Assets
$113,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,800
12.8%
Program Services $0
Investment Income $18,798
85.6%
Net Fundraising $350
1.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $153,740
Total Liabilities $40,358
Net Assets $113,382
Compensation
Key Employees and Officers Compensation Other
Dan Irick (President) $0 $0
George W Morrison (Vice President) $0 $0
Scott G Jaquith (Director) $0 $0
Jose Montano (Secretary) $0 $0
Wesley D Thornton (Director) $0 $0
Dann Kellaham (Director) $0 $0
George E Moss (Director) $0 $0
John R Adams (Director) $0 $0
Jee W Hwang (Director) $0 $0
Jeffrey Assad (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$185,259
Expenses
$151,879
Net Income
$33,380
Net Assets
$185,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,380
22.3%
Program Services $0
Investment Income $133,466
72.0%
Net Fundraising $10,413
5.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $225,407
Total Liabilities $40,078
Net Assets $185,329
Compensation
Key Employees and Officers Compensation Other
Dan Irick (President) $0 $0
George W Morrison (Vice President) $0 $0
Scott G Jaquith (Director) $0 $0
Jose Montano (Secretary) $0 $0
Wesley D Thornton (Director) $0 $0
Dann Kellaham (Director) $0 $0
George E Moss (Director) $0 $0
John R Adams (Director) $0 $0
Jee W Hwang (Director) $0 $0
Jeffrey Assad (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,283
Expenses
$93,780
Net Income
$25,503
Net Assets
$151,949
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,718
1.4%
Program Services $0
Investment Income $102,010
85.5%
Net Fundraising $15,555
13.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $190,027
Total Liabilities $38,078
Net Assets $151,949
Compensation
Key Employees and Officers Compensation Other
Dan Irick (President) $0 $0
George W Morrison (Vice President) $0 $0
Jennrey L Dobbs (Director) $0 $0
Jose Montano (Secretary) $0 $0
Wesley D Thornton (Director) $0 $0
Dann Kellaham (Director) $0 $0
George E Moss (Director) $0 $0
John R Adams (Director) $0 $0
Alfonso J Rodriguez (Director) $0 $0
Kevin L Fitzwater (Director) $0 $0
Jeffrey Assad (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$183,416
Expenses
$157,975
Net Income
$25,441
Net Assets
$126,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,710
32.6%
Program Services $0
Investment Income $102,360
55.8%
Net Fundraising $20,423
11.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $164,524
Total Liabilities $38,078
Net Assets $126,446
Compensation
Key Employees and Officers Compensation Other
Dan Irick (President) $0 $0
G Wayne Morrison (Vice President) $0 $0
Thomas Dillon Iii (Treasurer) $0 $0
Jose Montano (Secretary) $0 $0
Wesley D Thornton (Director) $0 $0
Dan Kellaham (Director) $0 $0
Noah Shapiro (Director) $0 $0
John R Adams (Director) $0 $0
Phillip R Houtz (Director) $0 $0
Scott Jaquith (Director) $0 $0
Jeff Assad (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$166,136
Expenses
$140,041
Net Income
$26,095
Net Assets
$101,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,666
2.8%
Program Services $0
Investment Income $153,220
92.2%
Net Fundraising $8,195
4.9%
Sales of Assets $0
Net Inventory Sales $55
0.0%
Other Revenue $0
Assets/Debt
Total Assets $139,083
Total Liabilities $38,078
Net Assets $101,005
Compensation
Key Employees and Officers Compensation Other
John Adams (President) $0 $0
Don Helberg (Vice President) $0 $0
Thomas Dillon (Treasurer) $0 $0
Jose Montano (Secretary) $0 $0
Wesley D Thornton (Director) $0 $0
Don L Helberg (Director) $0 $0
Jose M Montano (Director) $0 $0
John R Adams (Director) $0 $0
Roy V Mcconkey Iii (Director) $0 $0
Jeffery D Johnson (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$230,447
Expenses
$180,506
Net Income
$49,941
Net Assets
$718,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,701
1.6%
Program Services $33,605
14.6%
Investment Income $23,414
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $158,465
68.8%
Net Fundraising $5,716
2.5%
Sales of Assets $5,035
2.2%
Net Inventory Sales $511
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,245
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $766,908
Total Liabilities $48,246
Net Assets $718,662
Compensation
Key Employees and Officers Compensation Related Other
Jose Montano (Secretary) $7,245 $0 $0
John Adams (President) $0 $0 $0
Don Helberg (Vice President) $0 $0 $0
Thomas Dillon (Treasurer) $0 $0 $0
Wesley D Thornton (Director) $0 $0 $0
Don L Helberg (Director) $0 $0 $0
Jose M Montano (Director) $0 $0 $0
John R Adams (Director) $0 $0 $0
Roy V Mcconkey Iii (Director) $0 $0 $0
Jeffery D Johnson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$204,086
Expenses
$231,016
Net Income
-$26,930
Net Assets
$668,721
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,112
9.9%
Program Services $108,938
53.4%
Investment Income $28,279
13.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $36,338
17.8%
Net Fundraising $4,306
2.1%
Sales of Assets $5,971
2.9%
Net Inventory Sales $142
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $29,990
13.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,490
1.5%
Assets/Debt
Total Assets $717,430
Total Liabilities $48,709
Net Assets $668,721
Compensation
Key Employees and Officers Compensation Related Other
Jose Montano (Secretary) $29,990 $0 $0
Wesley D Thornton (President) $0 $0 $0
Joshua Lightle (Vice President) $0 $0 $0
Roy Mcconkey (Treasurer) $0 $0 $0
Jeffery D Johnson (Director) $0 $0 $0
Don L Helbert (Director) $0 $0 $0
Randy Heine (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$253,932
Expenses
$171,947
Net Income
$81,985
Net Assets
$695,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,591
28.2%
Program Services $69,517
27.4%
Investment Income $19,797
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $55,184
21.7%
Net Fundraising $0
Sales of Assets $1,599
0.6%
Net Inventory Sales $0
Other Revenue $36,244
14.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $37,964
22.1%
Assets/Debt
Total Assets $735,073
Total Liabilities $39,422
Net Assets $695,651

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,733
Expenses
$231,080
Net Income
-$23,347
Net Assets
$613,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,583
12.8%
Program Services $72,939
35.1%
Investment Income $15,683
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $63,372
30.5%
Net Fundraising $0
Sales of Assets -$1,806
Net Inventory Sales $0
Other Revenue $30,962
14.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $70,575
30.5%
Assets/Debt
Total Assets $644,026
Total Liabilities $30,360
Net Assets $613,666

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$177,530
Expenses
$197,028
Net Income
-$19,498
Net Assets
$637,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,959
6.2%
Program Services $82,705
46.6%
Investment Income $15,304
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $43,466
24.5%
Net Fundraising $0
Sales of Assets $1,327
0.7%
Net Inventory Sales $0
Other Revenue $23,769
13.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $71,278
36.2%
Assets/Debt
Total Assets $675,135
Total Liabilities $38,122
Net Assets $637,013

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,407
Expenses
$191,605
Net Income
$9,802
Net Assets
$656,511
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,875
3.9%
Program Services $76,764
38.1%
Investment Income $15,017
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $91,807
45.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,944
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $26,000
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $48,393
25.3%
Assets/Debt
Total Assets $689,290
Total Liabilities $32,779
Net Assets $656,511

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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