ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ

EIN: 030164355

Williston, VT

Total Revenue
$58,845
Total Expenses
$13,375
Total Assets
$977,817
Net Assets
$977,817
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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
1870
Legal Domicile
VT
Principal Officer
David Schuler
Phone
8020162368
Tax Period
2024-08-01 to 2025-07-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ, founded in 1870, is a micro nonprofit that reported $59K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 77% operating margin.

Mission

Domestic Fraternal Organization

Program Service Accomplishments

Program 1

Support Children's Learning Centers

Program 2

Assist Individuals

Program 3

Charitable Outreach

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,747
Program Service Revenue $0
Investment Income $44,993
Other Revenue $105
TOTAL REVENUE $58,845

Expense Breakdown

Grants Paid $500
Salaries & Benefits $4,200
Fundraising Expenses $0
Program Expenses $0
Other Expenses $8,675
TOTAL EXPENSES $13,375

Year-over-Year Comparison

2024 2023 Change
Revenue $58,845 $37,735 +0.6%
Expenses $13,375 $15,362 -0.1%
Net Income $45,470 $22,373 +1.0%
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

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Governance

Voting Members
12
Independent Members
N/A
Employees
2
Volunteers
239

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
2
$4,200
Total Directors
2
$4,200
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Hogan Secretary 8
Officer Director Highest
$3,000 $0 $3,000
Victor Stone Treasurer 3
Officer Director
$1,200 $0 $1,200
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
2025 $58,845 $13,375 $977,817 $45,470
2024 $37,735 $15,362 $802,512 $22,373
2023 $35,957 $11,804 $700,255 $24,153
2022 $63,079 $12,085 $658,894 $50,994
2021 $274,262 $15,805 $744,814 $258,457
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