ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ - VALLEY OF ALLENTOWN (EIN 230325460) - 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

1926

Legal Domicile

Principal Officer

BRYAN K FRITZ

Phone

6104333232

Tax Period

2025-01-01 to 2025-12-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ - VALLEY OF ALLENTOWN, founded in 1926, is a small nonprofit that reported $430K in total revenue in fiscal year 2025. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $574K exceeded revenue, resulting in a 33% operating deficit.

Mission

WE WILL STRIVE TO BE A FRATERNITY THAT FULFILLS OUR MASONIC OBLIGATION TO CARE FOR MEMBERS. 32 FREEMASONRY SEEKS TO STRENGTHEN THE COMMUNITY AND BELIEVES THAT EACH MAN SHOULD ACT IN CIVIL LIFE ACCORDING TO HIS INDIVIDUAL JUDGEMENT AND THE DICTATES OF HIS CONSCIENCE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $269,517

Program Service Revenue $23,914

Investment Income $48,820

Other Revenue $88,192

TOTAL REVENUE $430,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,398

Fundraising Expenses $0

Other Expenses $484,029

TOTAL EXPENSES $574,427

Year-over-Year Comparison

	2025	2024	Change
Revenue	$430,443	$549,342	-0.2%
Expenses	$574,427	$610,839	-0.1%
Net Income	$-143,984	$-61,497	+1.3%

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

$39,776

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT JOHNSTON	CHAIRMAN OF TRUSTEE	0.00	Director	$0	$0	$0
ALAN R BEIDEL	THRICE POTENT MASTER	0.00	Officer	$0	$0	$0
JAMES P HAJA	DEPUTY MASTER	0.00	Officer	$0	$0	$0
JOHN D KUCHER	SOVEREIGN PRINCE	0.00	Officer	$0	$0	$0
EDWIN L KUTZ JR	HIGH PRIEST	0.00	Officer	$0	$0	$0
GARY L SCHUYLER	MOST WISE MASTER	0.00	Officer	$0	$0	$0
DAVID E BARLIEB JR	SENIOR WARDEN	0.00	Officer	$0	$0	$0
BRAD STEIGERWALT	COMMANDER-IN-CHIEF	0.00	Officer	$0	$0	$0
JEFFREY A MOSER	FIRST LIEUTENANT COMMANDER	0.00	Officer	$0	$0	$0
JARED R KICHLINE	SECOND LIEUTENANT COMMANDE	0.00	Officer	$0	$0	$0
KENNETH RINEAR	TREASURER FOR ALL FOUR BOD	0.00	Officer	$0	$0	$0
BRYAN K FRITZ	SECRETARY	24.00	Officer	$39,776	$0	$39,776
CARL L SWOPE	PCIC	0.00	Officer	$0	$0	$0
DAVID HOWELLS JR	PCIC	0.00	Officer	$0	$0	$0
GOERGE B HIXON	PCIC	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	$430,443	$574,427	$2,609,366	$-143,984
2024	$549,342	$610,839	$3,145,724	$-61,497
2023	$786,167	$601,972	$3,191,390	$184,195
2022	$431,843	$518,921	$2,440,849	$-87,078
2021	$437,980	$484,697	$2,859,189	$-46,717
2020	$328,449	$494,607	$2,857,943	$-166,158
2019	$407,677	$530,451	$2,748,867	$-122,774
2018	$607,964	$569,753	$2,689,877	$38,211

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ - VALLEY OF ALLENTOWN