SANTA FE LODGE OF PERFECTION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JEFFREY A ASSAD

Phone

5059824414

Tax Period

2023-01-01 to 2023-12-31

SANTA FE LODGE OF PERFECTION, founded in 2015, is a small nonprofit that reported $440K in total revenue in fiscal year 2023. Revenue surged 396% from the prior year, signaling strong growth momentum. The organization ran a surplus of $343K, a strong 78% operating margin.

Mission

IT IS THE MISSION OF THE SANTA FE LODGE OF PERFECTION TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY, AND COUNTRY.

Program Service Accomplishments

Program 1

Expenses: $43,578

THE SANTA FE LODGE OF PERFECTION WORKS TO HELP PROTECT, PRESERVE, MAINTAIN, RESTORE, AND DEVELOP THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.

Program 2

Expenses: $29,052 Revenue: $27,208

IT IS THE MISSION OF THE SANTA FE LODGE OF PERFECTION TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE...

Program 3

Expenses: $24,210

TO PROVIDE ADDITIONAL SUPPORT FOR MASONIC EDUCATION & MORAL PHILOSOPHYTO PROMOTE MASONIC YOUTH GROUPSTO PROMOTE JUNIOR ROTCTO PROMOTE WIDOWS, ORPHANS, AND OTHER FRATERNAL SUPPORT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $388,007

Program Service Revenue $16,212

Investment Income $24,464

Other Revenue $10,996

TOTAL REVENUE $439,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,702

Fundraising Expenses $0

Program Expenses $96,840

Other Expenses $57,138

TOTAL EXPENSES $96,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,679	$88,655	+4.0%
Expenses	$96,840	$155,827	-0.4%
Net Income	$342,839	$-67,172	-6.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN RADAMS	SECRETARY	5.00	Officer Director	$0	$0	$0
DAN IRICK	CHAIRMAN	5.00	Officer Director	$0	$0	$0
WESLEY D THORNTON	PRESIDENT	10.00	Officer Director	$0	$0	$0
DON BOVIA	DIRECTOR	5.00	Director	$0	$0	$0
DANN KELEHAN	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
CAMERON COLFACK	DIRECTOR	5.00	Director	$0	$0	$0
JEFFREY A ASSAD	TREASURER	10.00	Officer Director	$0	$0	$0
HARRY JENKINS	DIRECTOR	5.00	Director	$0	$0	$0
JAMES IRICK	DIRECTOR	5.00	Director	$0	$0	$0
CHARLES STAFFORD	DIRECTOR	5.00	Director	$0	$0	$0
JOSE MONTANO	DIRECTOR	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$439,679	$96,840	$1,124,735	$342,839
2022	$88,655	$155,827	$701,921	$-67,172
2021	$136,404	$174,719	$871,589	$-38,315
2020	$79,837	$93,323	$837,850	$-13,486
2019	$230,352	$90,917	$842,182	$139,435
2018	$136,988	$106,649	$692,883	$30,339