ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ (EIN 230325480) - 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

1906

Legal Domicile

Principal Officer

James R Shaw

Phone

6103730722

Tax Period

2023-08-01 to 2024-07-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ, founded in 1906, is a small nonprofit that reported $648K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Net assets of $4.8M represent 89 months of operating reserves.

Mission

Strengthen the Masonic Way of Life by improving individual character, leadership and spirit of members with relevant programs. Inspire men to support the principles of Freemasonry; promote

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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 $14,365

Program Service Revenue $150,670

Investment Income $309,317

Other Revenue $174,014

TOTAL REVENUE $648,366

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $129,514

Fundraising Expenses $0

Other Expenses $536,927

TOTAL EXPENSES $672,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$648,366	$731,755	-0.1%
Expenses	$672,441	$549,572	+0.2%
Net Income	$-24,075	$182,183	-1.1%

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

500

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

$50,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert W Fries	Trustee	1.00	Director	$0	$0	$0
Barry S Millard	Trustee	1.00	Director	$0	$0	$0
Raymond Kunkel Jr	Treasurer	3.00	Officer	$750	$0	$750
Anthony C DiGirolomo	Thrice Potent Master	1.00	Officer	$0	$0	$0
Michael Yacovelli	Deputy Master	1.00	Officer	$0	$0	$0
Jeffrey A Roe	Sovereign Prince	1.00	Officer	$0	$0	$0
Eric A Bausch	High Priest	1.00	Officer	$0	$0	$0
Robert A Witmyer	Most Wise Master	1.00	Officer	$0	$0	$0
Richard W Storms	Senior Warden	1.00	Officer	$0	$0	$0
Jeffrey S Moyer	Commander-in-Chief	1.00	Officer	$0	$0	$0
Glen A Houck	1st Lieutenant Commander	1.00	Officer	$0	$0	$0
Michael D Wolfe	2nd Lieutenant Commander	1.00	Officer	$0	$0	$0
Herbert K Swisher	Secretary	40.00	Officer	$49,279	$0	$49,279
Ronald G Hoopes	Trustee	1.00	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
2024	$648,366	$672,441	$4,820,584	$-24,075
2023	$731,755	$549,572	$4,864,971	$182,183
2022	$672,691	$571,353	$4,663,749	$101,338
2021	$180,983	$418,680	$4,552,603	$-237,697
2020	$579,707	$502,392	$4,789,906	$77,315

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ