SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC (EIN 042493347) - Form 990 Financial Analysis & Trantor Score

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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

1971

Legal Domicile

Principal Officer

WALTER F WHEELER

Phone

7818616559

Tax Period

2023-08-01 to 2024-07-31

SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC, founded in 1971, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.7M in total revenue in fiscal year 2023. Expenses of $3.5M exceeded revenue, resulting in a 104% operating deficit.

Mission

NATIONAL HERITAGE EDUCATIONAL PROGRAMS AND EXHIBITS FOR THE GENERAL PUBLIC.

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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 $588,789

Program Service Revenue $740,319

Investment Income $399,079

Other Revenue $0

TOTAL REVENUE $1,728,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,450,999

Fundraising Expenses $0

Program Expenses $3,125,426

Other Expenses $2,079,627

TOTAL EXPENSES $3,530,626

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,728,187	$-1,194,731	-2.4%
Expenses	$3,530,626	$3,461,240	+0.0%
Net Income	$-1,802,439	$-4,655,971	-0.6%

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

N/A

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

$344,635

Total Directors

$1,368,108

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ATKINSON HERBERT	TRUSTEE/DEPUTY DE/MUSEUM B	2.00	Director	$0	$0	$0
BARNES DAVID	TRUSTEE/MUSEUM BOARD MEMBE	2.00	Director	$0	$0	$0
BASSO WILLIAM	TRUSTEE/VP OF MUSEUM	2.00	Officer Director	$0	$0	$0
BATEMAN ROBERT	TRUSTEE/CDC BOARD MEMBER/D	1.00	Director	$0	$0	$0
BREWER ELDRIDGE	TRUSTEE	1.00	Director	$0	$0	$0
BRYDEN JEFFREY	TRUSTEE/DEPUTY WI/ADMIN CO	1.00	Director	$0	$0	$0
CLARK GREGORY	TRUSTEE/TREASURER CDC/DEPU	1.00	Director	$0	$0	$0
CLAY KENNETH	TRUSTEE/DEPUTY NH/CDC BOAR	1.00	Director	$0	$0	$0
CRACCO ANTHONY	TRUSTEE	1.00	Director	$0	$0	$0
DEWOLF MICHAEL A	TRUSTEE	1.00	Director	$0	$0	$0
DUQUETTE DONALD D	TRUSTEE/MUSEUM BOARD MEMBE	2.00	Director	$0	$0	$0
EASTERLING JR JAMES F	TRUSTEE	1.00	Director	$0	$0	$0
ELLIOT JR PHILLIP R	TRUSTEE/CDC BOARD MEMBER	1.00	Director	$0	$0	$0
ELLIOT RICHARD W	TRUSTEE/ADMIN COUNCIL/MUSE	1.00	Director	$134,900	$37,135	$172,035
GARDENER STEPHEN	TRUSTEE	1.00	Director	$0	$0	$0
GRAFF GARY N	TRUSTEE/CDC BOARD MEMBER	1.00	Director	$0	$0	$0
HAMILTON GEORGE	TRUSTEE/DEPUTY MA	1.00	Director	$0	$0	$0
HAYRYNEN JACOB E	TRUSTEE	1.00	Director	$0	$0	$0
HEATH ALAN R	TRUSTEE/CDC BOARD MEMBER/G	35.00	Director	$71,613	$27,812	$99,425
HECHT KEVIN	TRUSTEE/DEPUTY CT/DIRECTOR	2.00	Director	$0	$46,193	$208,002
HELDMAN DONALD	TRUSTEE/DEPUTY OH/SECRETAR	1.00	Director	$0	$0	$0
HUMPHREY L ARBY	TRUSTEE/ VP OF CDC	1.00	Director	$0	$0	$0
INGLIS SCOTT D	TRUSTEE	1.00	Director	$0	$0	$0
JORDAN GREGORY	TRUSTEE	1.00	Director	$0	$0	$0
KARSTENS WILLIAM	TRUSTEE/DEPUTY VT/MUSEUM B	2.00	Director	$0	$0	$0
KAYLOR DOUGLAS N	TRUSTEE	1.00	Director	$0	$0	$0
KENNEDY CRAIG A	TRUSTEE	1.00	Director	$0	$0	$0
LABAGH THOMAS R	TRUSTEE/MUSEUM BOARD MEMBE	2.00	Director	$0	$0	$0
MARSHBANKS TIMOTHEY	TRUSTEE	1.00	Director	$0	$0	$0
MCCARTHY STEPHEN J	TRUSTEE	1.00	Director	$0	$0	$0
MCINTOSH MICHAEL	TRUSTEE	1.00	Director	$0	$0	$0
MCNAUGHTON JOHN BRIAN	TRUSTEE	1.00	Director	$0	$50,951	$171,326
MCNAUGHTON JOHN WM	TRUSTEE/FORMER PRESIDENT/A	1.00	Director	$0	$0	$0
MILONE RANDALL	TRUSTEE/CDC BOARD MEMBER	1.00	Director	$0	$0	$0
MORAN DONALD M	TRUSTEE	1.00	Director	$0	$0	$0
MORRIS G MICHAEL	TRUSTEE/DEPUTY NY/CDC BOAR	1.00	Director	$0	$0	$0
OGG JR ROBERT F	TRUSTEE	1.00	Director	$0	$0	$0
PARKINSON KEITH E	TRUSTEE	1.00	Director	$0	$0	$0
PATTERSON JOHN R	TRUSTEE	1.00	Director	$0	$0	$0
PITTMAN ERIC	TRUSTEE	1.00	Director	$0	$0	$0
PLASKEY LARRY S	TRUSTEE	1.00	Director	$0	$0	$0
POLICASTRO DOUGLAS R	TRUSTEE/DEPUTY NJ/GRAND SE	1.00	Director	$0	$0	$0
POTHIER DENNIS W	TRUSTEE/MUSEUM BOARD MEMBE	2.00	Director	$0	$0	$0
POWELL RICHARD J	TRUSTEE/MUSEUM BOARD MEMBE	2.00	Director	$0	$0	$0
POYTON KENNETH F	TRUSTEE	1.00	Director	$0	$0	$0
ROSS A JAMES	TRUSTEE/MUSEUM BOARD MEMBE	2.00	Director	$0	$0	$0
ROTH MARK C	TRUSTEE/GRANS LIETENANT CM	2.00	Director	$0	$0	$0
ROUP PAUL J	TRUSTEE/DIRECTOR OF NORTHE	1.00	Director	$0	$19,500	$151,522
SAMIEC PETER J	PRESIDENT/SOVEREIGN GRAND	1.00	Officer Director	$0	$7,895	$344,635
SCHREMSER ROBERT C	TRUSTEE/CDC BOARD MEMBER	1.00	Director	$0	$0	$0
SHARPE GERALD J	TRUSTEE/CDC BOARD MEMBER	1.00	Director	$0	$0	$0
SIMONTON JEFFRY	TRUSTEE/DEPUTY ME	1.00	Director	$0	$0	$0
SMITH STEVEN	TRUSTEE/DEPUTY RI/SECRETAR	2.00	Officer Director	$0	$0	$0
ST PIERRE PAUL C	TRUSTEE/DEPUTY IN	1.00	Director	$0	$0	$0
STEFANAKOS STEVEN	TRUSTEE/MUSEUM BOARD MEMBE	2.00	Director	$0	$0	$0
STEIN HENRY	TRUSTEE	1.00	Director	$0	$0	$0
SWALM RICKY L	TRUSTEE/MUSEUM TREASURER	2.00	Officer Director	$0	$0	$0
TUNGATE JAMES L	TRUSTEE	1.00	Director	$0	$0	$0
WHEELER WALTER F	TRUSTEE/GRAND TREASURER GE	1.00	Director	$0	$37,925	$220,068
WILSON DANIEL	TRUSTEE/CDC BOARD MEMBER	1.00	Director	$0	$0	$0
WORK BRUCE T	TRUSTEE	1.00	Director	$0	$1,095	$1,095
ROSCOE RALPH	HIGHLY COMPENSATED	40.00	Highest	$109,547	$16,145	$125,692
GLATTLY DAVID A	TRUSTEE/FORMER PRESIDENT	1.00		$0	$27,119	$130,433

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	$1,728,187	$3,530,626	$57,034,490	$-1,802,439
2023	$-1,194,731	$3,461,240	$54,205,191	$-4,655,971
2022	$6,225,222	$3,545,926	$54,409,220	$2,679,296
2021	$9,227,595	$3,180,613	$63,564,259	$6,046,982
2020	$2,668,009	$2,961,383	$54,014,097	$-293,374
2019	$3,318,664	$3,099,892	$55,468,011	$218,772

SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC