PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Santa Fe Scottish Rite Temple Historical Preservation Foundation

  • Santa Fe, NM
  • Tax-exempt since Sept. 1996
  • EIN: 85-0437846

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$34.1k (2023)

Expenses
$57.3k (2023)

Total Assets
$455k (2023)

Total Liabilities
$813 (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 Form 990
Revenue
$34,128
Expenses
$57,314
Net Income
-$23,186
Net Assets
$454,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,817
31.7%
Program Services $13,918
40.8%
Investment Income $9,393
27.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $455,015
Total Liabilities $813
Net Assets $454,202
Compensation
Key Employees and Officers Compensation Related Other
John Adams (Secretary) $0 $0 $0
Wesley D Thornton (President) $0 $0 $0
James Irick (Chairman) $0 $0 $0
Mark S Oldknow (Director) $0 $0 $0
David Millis (Director) $0 $0 $0
James Combs (Director) $0 $0 $0
Jeffrey A Assad (Treasurer) $0 $0 $0
Garry Scott (Director) $0 $0 $0
Douglas Ottersberg (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,062
Expenses
$35,236
Net Income
-$17,174
Net Assets
$454,215
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,866
21.4%
Program Services $2,643
14.6%
Investment Income $11,553
64.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $455,000
Total Liabilities $785
Net Assets $454,215
Compensation
Key Employees and Officers Compensation Related Other
Jose Montano (Secretary) $0 $0 $0
Wesley D Thornton (Director) $0 $0 $0
Dan F Irick (President) $0 $0 $0
George W Morrison (Vice President) $0 $0 $0
John Adams (Director) $0 $0 $0
Dann Ja Kelehan (Director) $0 $0 $0
Scott G Jaquith (Director) $0 $0 $0
Jeffrey A Assad (Treasurer) $0 $0 $0
George E Moss (Director) $0 $0 $0
Jee W Hwang (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,708
Expenses
$20,260
Net Income
$7,448
Net Assets
$515,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,805
10.1%
Program Services $932
3.4%
Investment Income $23,971
86.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $515,649
Total Liabilities $0
Net Assets $515,649
Compensation
Key Employees and Officers Compensation Related Other
Jose Montano (Secretary) $0 $0 $0
Wesley D Thornton (Director) $0 $0 $0
Dan F Irick (President) $0 $0 $0
George W Morrison (Vice President) $0 $0 $0
John Adams (Director) $0 $0 $0
Dann Ja Kelehan (Director) $0 $0 $0
Scott G Jaquith (Director) $0 $0 $0
Jeffrey A Assad (Treasurer) $0 $0 $0
George E Moss (Director) $0 $0 $0
Jee W Hwang (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 18, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,076
Expenses
$11,663
Net Income
$11,413
Net Assets
$483,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,563
58.8%
Program Services $199
0.9%
Investment Income $6,068
26.3%
Net Fundraising $3,246
14.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $483,495
Total Liabilities $0
Net Assets $483,495
Compensation
Key Employees and Officers Compensation Other
Mark Z Oldknow (Director) $0 $0
John R Adams (Vice President) $0 $0
Jose Montano (Secretary) $0 $0
Jeffrey A Assad (Treasurer) $0 $0
Noah Shapiro (Director) $0 $0
Scott G Jaquith (Director) $0 $0
Wesley D Thornton (Director) $0 $0
Richard E Mares (Director) $0 $0
Kevin Fitzwater (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 18, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,482
Expenses
$47,060
Net Income
-$7,578
Net Assets
$417,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,420
39.1%
Program Services $0
Investment Income $10,015
25.4%
Net Fundraising -$1,459
Sales of Assets $15,506
39.3%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $418,367
Total Liabilities $375
Net Assets $417,992
Compensation
Key Employees and Officers Compensation Other
Mark Z Oldknow (Director) $0 $0
John R Adams (Vice President) $0 $0
Jose Montano (Secretary) $0 $0
Jeffrey A Assad (Treasurer) $0 $0
Noah Shapiro (Director) $0 $0
Scott G Jaquith (Director) $0 $0
Wesley D Thornton (Director) $0 $0
Richard E Mares (Director) $0 $0
Kevin L Fitzwater (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 29, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,291
Expenses
$40,617
Net Income
$23,674
Net Assets
$425,570
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,092
18.8%
Program Services $955
1.5%
Investment Income $26,335
41.0%
Net Fundraising $11,981
18.6%
Sales of Assets $12,928
20.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $425,696
Total Liabilities $126
Net Assets $425,570
Compensation
Key Employees and Officers Compensation Other
Mark Z Oldknow (President) $0 $0
John R Adams (Vice President) $0 $0
Jose Montano (Secretary) $0 $0
Jeffrey A Assad (Treasurer) $0 $0
Don Helberg (Director) $0 $0
Scott G Jaquith (Director) $0 $0
Wesley D Thornton (Director) $0 $0
Richard E Mares (Director) $0 $0
Kevin L Fitzwater (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,918
Expenses
$114,619
Net Income
-$93,701
Net Assets
$401,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,531
21.7%
Program Services $0
Investment Income $6,858
32.8%
Net Fundraising $2,947
14.1%
Sales of Assets $6,582
31.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $401,896
Total Liabilities $0
Net Assets $401,896
Compensation
Key Employees and Officers Compensation Other
Brent Dalton (President) $0 $0
Mark Oldknow (Vice President) $0 $0
Jose Montano (Secretary) $0 $0
Thomas J Dillon Iii (Treasurer) $0 $0
Scott Jaquith (Director) $0 $0
Don Helberg (Director) $0 $0
Richard Mares (Director) $0 $0
John Adams (Executive Dir.) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 31, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,980
Expenses
$14,050
Net Income
$42,930
Net Assets
$679,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $603
1.1%
Program Services $2,057
3.6%
Investment Income $15,794
27.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,298
Sales of Assets $43,824
76.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $679,054
Total Liabilities $0
Net Assets $679,054
Compensation
Key Employees and Officers Compensation Related Other
Dan Firick (President) $0 $0 $0
G Wayne Morrison (Vice President) $0 $0 $0
Roy V Mcconkey Iii (Secretary) $0 $0 $0
John Adams (Treasurer) $0 $0 $0
Daniel H Sutcliffe (Director) $0 $0 $0
Wesley D Thornton (Director) $0 $0 $0
Jeffrey L Dobbs (Director) $0 $0 $0
Anthony L Sanford (Director) $0 $0 $0
Noah None Shapiro (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 6, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$245
Net Income
-$245
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1
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 Helberg (Director) $0 $0
Jose M Montano (Director) $0 $0
John R Adams (Director) $0 $0
Roy V Mcconkey Iii (Director) $0 $0
Jeffrey D Johnson (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 24, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,941
Expenses
$37,048
Net Income
-$6,107
Net Assets
$309,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,450
7.9%
Program Services $17,062
55.1%
Investment Income $11,296
36.5%
Net Fundraising $0
Sales of Assets $133
0.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $309,285
Total Liabilities $0
Net Assets $309,285
Compensation
Key Employees and Officers Compensation Other
Don L Helberg (President) $0 $0
Wesley D Thornton (Vice President) $0 $0
Roy Mcconkey (Treasurer) $0 $0
Jose Montano (Secretary) $0 $0
Jack Gentry (Director) $0 $0
Scott Jaquith (Director) $0 $0
Richard Mares (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 2, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$17,401
Expenses
$34,448
Net Income
-$17,047
Net Assets
$315,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,800
44.8%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $1,478
8.5%
Net Inventory Sales $0
Other Revenue $8,123
46.7%
Assets/Debt
Total Assets $315,392
Total Liabilities $0
Net Assets $315,392

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,279
Expenses
$35,095
Net Income
$7,184
Net Assets
$332,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,926
87.3%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,353
12.7%
Assets/Debt
Total Assets $332,439
Total Liabilities $0
Net Assets $332,439

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,942
Expenses
$116,441
Net Income
$10,501
Net Assets
$325,255
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,023
96.1%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets -$111
Net Inventory Sales $0
Other Revenue $5,030
4.0%
Assets/Debt
Total Assets $325,255
Total Liabilities $0
Net Assets $325,255

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,115
Expenses
$12,643
Net Income
$90,472
Net Assets
$314,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,464
95.5%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,651
4.5%
Assets/Debt
Total Assets $314,754
Total Liabilities $0
Net Assets $314,754

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2000

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated