ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ VALLEY OF ROCKVILLE CENTRE (EIN 111018996) - 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

1936

Legal Domicile

Phone

5166783232

Tax Period

2024-08-01 to 2025-07-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ VALLEY OF ROCKVILLE CENTRE, founded in 1936, is a small nonprofit that reported $255K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Net assets of $1.5M represent 70 months of operating reserves.

Mission

DOMESTIC FRATERNAL ORGANIZATION, STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVENT PROGRAMS. INSPIRE TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY/COMMUNITY VALUES.

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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 $21,771

Program Service Revenue $80,169

Investment Income $96,222

Other Revenue $56,630

TOTAL REVENUE $254,792

Expense Breakdown

Grants Paid $11,200

Salaries & Benefits $65,620

Fundraising Expenses $0

Other Expenses $189,322

TOTAL EXPENSES $266,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,792	$213,690	+0.2%
Expenses	$266,142	$275,761	0.0%
Net Income	$-11,350	$-62,071	-0.8%

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

$31,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BERKSON	Secretary	18.00	Officer	$27,154	$0	$27,154
ROBERT COX	Treasurer	5.00	Officer	$4,658	$0	$4,658
GREGORY BRENNER	President	0.00	Officer	$0	$0	$0
MICHAEL LAROCCO	Vice President	0.00	Officer	$0	$0	$0
PRAVEEN ANUMOLU	Vice President	0.00	Officer	$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	$254,792	$266,142	$1,561,817	$-11,350
2024	$213,690	$275,761	$1,618,080	$-62,071
2023	$341,160	$264,611	$1,535,462	$76,549
2022	$201,596	$248,328	$1,597,629	$-46,732
2021	$384,767	$204,758	$1,582,512	$180,009
2020	$212,160	$221,635	$1,192,971	$-9,475

ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ VALLEY OF ROCKVILLE CENTRE