SCOTTISH RITE MASONIC MUSEUM AND L… - Form 990 Financial Data

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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

WHEELER WALTER F

Phone

7818616559

Tax Period

2024-08-01 to 2025-07-31

SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC, founded in 1971, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. Net assets of $59.4M represent 193 months of operating reserves.

Mission

TO ENGAGE AND INSPIRE, THROUGH ITS EXHIBITS, PROGRAMS, AND COLLECTIONS, A KNOWLEDGE AND APPRECIATION OF AMERICAS HISTORY, HERITAGE, CULTURE AND TRADITIONS WITH A FOCUS ON THE NATIONS FORMATIVE YEARS, FREEMASONRY AND FRATERNALISM. IT WILL BUILD INTEREST AND SUPPORT FOR IT'S MISSION BY EMPHASIZING THEMES OF LIBERTY, PATRIOTISM, AND PERSONAL AND CIVIC VIRTUES. A NON-CIRCULATING RESEARCH LIBRARY AND SIGNIFICANT ARCHIVES WILL BE MAINTAINED FOR USE BY THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $563,948 Revenue: $209,613

EXHIBITIONS - THE NHM DEVELOPS AND PRESENTS EXHIBITIONS ABOUT AMERICAN HISTORY AND CULTURE FOR A BROAD AUDIENCE. APPROXIMATELY 80,000 PEOPLE VISIT THE MUSEUM EVERY YEAR.

Program 2

Expenses: $534,563

LIBRARY AND ARCHIVES - A NONCIRCULATING RESEARCH LIBRARY AND ARCHIVES. COLLECTIONS FOCUS ON AMERICAN HISTORY, AMERICAN CRAFTS, FREEMASONRY, AND OTHER FRATERNAL ORDERS.

Program 3

Expenses: $2,196,881 Revenue: $729,274

OTHER PROGRAM EXPENSES FOR THE NHM DEAL WITH EDUCATIONAL PROGRAMS SUCH AS PROVIDING TOURS AND PROGRAMS FOR AREA SCHOOLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $542,054

Program Service Revenue $938,887

Investment Income $2,211,257

Other Revenue $0

TOTAL REVENUE $3,692,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,522,146

Fundraising Expenses $0

Program Expenses $3,295,392

Other Expenses $2,194,847

TOTAL EXPENSES $3,716,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,692,198	$1,728,187	+1.1%
Expenses	$3,716,993	$3,530,626	+0.1%
Net Income	$-24,795	$-1,802,439	-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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$551,074

Total Directors

$1,190,802

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WHEELER WALTER F	TRSTEE/PRESI	1.00	Officer Director	$0	$47,119	$362,846
HECHT KEVIN	TRUSTEE/DEPU	2.00	Director	$0	$43,964	$189,846
ELLIOT RICHARD W	TRUSTEE/ML E	35.00	Officer Director	$141,609	$46,619	$188,228
MCNAUGHTON JOHN BRIAN	TRUSTEE/MUSE	1.00	Director	$0	$53,684	$182,847
ROUP PAUL J	TRUSTEE	1.00	Director	$0	$19,256	$157,849
STELLING HILARY	HIGHLY COMPE	40.00	Highest	$102,173	$36,730	$138,903
ROSCOE RALPH	HIGHLY COMPE	40.00	Highest	$113,760	$19,282	$133,042
HEATH ALAN R	TRUSTEE	35.00	Director	$73,056	$36,130	$109,186
DEWOLF MICHAEL A	TRUSTEE	1.00	Director	$0	$0	$0
HAINES MARK A	TRUSTEE/ML B	2.00	Director	$0	$0	$0
KENNEDY CRAIG A	TRUSTEE	1.00	Director	$0	$0	$0
HUMPHREY L ARBY	TRSTEE/ VP C	1.00	Director	$0	$0	$0
CRACCO ANTHONY	TRUSTEE	1.00	Director	$0	$0	$0
ST PIERRE PAUL C	TRUSTEE/DEPU	1.00	Director	$0	$0	$0
INGLIS SCOTT D	TRSTE/DPTY M	1.00	Director	$0	$0	$0
DUQUETTE DONALD D	TRUSTEE	1.00	Director	$0	$0	$0
TONDA RICHARD D	TRUSTEE	1.00	Director	$0	$0	$0
HELDMAN DONALD	TRSTE/DPTY O	1.00	Director	$0	$0	$0
BARNES DAVID	TRUSTEE/MUSE	2.00	Director	$0	$0	$0
PARKINSON KEITH E	TRUSTEE/DEPU	1.00	Director	$0	$0	$0
HAYRYNEN JACOB E	TRUSTEE	1.00	Director	$0	$0	$0
BREWER ELDRIDGE	TRUSTEE	1.00	Director	$0	$0	$0
PITTMAN ERIC	TRUSTEE	1.00	Director	$0	$0	$0
EASTERLING JR JAMES F	TRUSTEE/MUSE	2.00	Director	$0	$0	$0
POYTON KENNETH F	TRUSTEE	1.00	Director	$0	$0	$0
CLARK GREGORY	TRUSTEE/DPTY	1.00	Director	$0	$0	$0
JORDAN GREGORY	TRSTE/ML SEC	1.00	Officer Director	$0	$0	$0
HAMILTON GEORGE	TRSTEE/ML BO	1.00	Director	$0	$0	$0
HAISCH HENRY	TRUSTEE/CDC	1.00	Director	$0	$0	$0
STEIN HENRY	TRUSTEE	1.00	Director	$0	$0	$0
MCCARTHY STEPHEN J	TRUSTEE	1.00	Director	$0	$0	$0
POWELL RICHARD J	TRUSTEE/MUSE	2.00	Director	$0	$0	$0
BRYDEN JEFFREY	TRUSTEE/DEPU	1.00	Director	$0	$0	$0
SIMONTON JEFFRY	TRUSTEE/DEPU	1.00	Director	$0	$0	$0
ROSS A JAMES	TRUSTEE/ML V	2.00	Officer Director	$0	$0	$0
CLAY KENNETH	TRSTE/DPTY N	1.00	Director	$0	$0	$0
SWALM RICKY L	TRSTE/DP DE/	2.00	Officer Director	$0	$0	$0
MORAN DONALD M	TRUSTEE	1.00	Director	$0	$0	$0
MCINTOSH MICHAEL	TRUSTEE	1.00	Director	$0	$0	$0
MORRIS G MICHAEL	TRSTEE/DPTY	1.00	Director	$0	$0	$0
GRAFF GARY N	TRUSTEE/CDC	1.00	Director	$0	$0	$0
KAYLOR DOUGLAS N	TRUSTEE	1.00	Director	$0	$0	$0
ELLIOT JR PHILLIP R	TRUSTEE	1.00	Director	$0	$0	$0
LABAGH THOMAS R	TRUSTEE/MUSE	2.00	Director	$0	$0	$0
POLICASTRO DOUGLAS R	TRST/DP NJ/M	1.00	Officer Director	$0	$0	$0
PATTERSON JOHN R	TRUSTEE	1.00	Director	$0	$0	$0
PERKINS PAUL R	ML BOARD MEM	1.00	Director	$0	$0	$0
PLASKET LARRY S	TRUSTEE/CDC	1.00	Director	$0	$0	$0
VANGORDEN ROGER S	TRUSTEE	1.00	Director	$0	$0	$0
SMITH STEVEN	TR/DP RI/GLC	1.00	Director	$0	$0	$0
STEFANAKOS STEVEN	TRUSTEE/MUSE	2.00	Director	$0	$0	$0
GARDENER STEPHEN	TRUSTEE	1.00	Director	$0	$0	$0
WORK BRUCE T	TRUSTEE	1.00	Director	$0	$0	$0
MARSHBANKS TIMOTHEY	TRUSTEE/DEPU	1.00	Director	$0	$0	$0
MCNAUGHTON JOHN WM	TRUSTEE/FORM	1.00	Director	$0	$0	$0
KARSTENS WILLIAM	TRSTE/DPTY V	2.00	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
2025	$3,692,198	$3,716,993	$59,669,104	$-24,795
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